Three Key Questions to Ask Your New Financial Advisor

by elizabeth | Mar 1, 2024 | Relationships & Money

When it comes to feeling confident about your money, finding the right financial advisor is crucial. Whether you’re seeking guidance on investments, retirement planning, or simply looking to optimize your financial strategy, establishing a strong rapport with...

How to Approach Budgeting in Retirement

by elizabeth | Feb 27, 2024 | Retirement

Getting clear on cash flow is key to feeling confident about money, which is why over 74% of Americans have a monthly budget. Over your career, you’ve probably gotten comfortable setting a sensible budget that keeps you on track. But budgeting in retirement can throw...

January: Hibernation & Tax Planning

by elizabeth | Jan 26, 2024 | Taxes

Does winter have you stuck inside, mainlining Sleepytime tea?  Consider getting a head start on your tax planning.  It’s a great time to plan ahead.  Right now, many of my clients are asking about the best ways to reduce taxes for high-income earners.  You still have...

Breaking Free from Retirement Myths: A Guide for Women

by elizabeth | Jan 4, 2024 | Women & Money

Planning for retirement can be daunting, especially when you’re faced with common misconceptions that might hold you back. Let’s debunk these myths and pave a more path toward securing your financial future. Myth 1: “My Money Doesn’t Feel Real”...

The Top 6 Reasons to Fire (Or Consider Firing) Your Financial Advisor

by elizabeth | Nov 30, 2023 | Uncategorized

Have you noticed that “ick” feeling when a relationship has completed its purpose but lingers on past its welcome?  Sometimes that happens with a financial advisor.  People can be unaware of it because we have a whole relationship to money thing that is unaddress and...