The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
6 Ways to Fund a Working Mom's Retirement - Mom's have the most important job in the world and putting aside time to make smart money management choices isn't has hard as you think. Setting a 20 minute appointment at the same time every week can be very empowering as you take responsible action with your money. Source: LPL
Where Do Women Earn the Most Money? - Helping Women Increase Their Income is one of my Top Passions! Source: Time
9 Out Of 10 Parents Think Their Kids Are On Grade Level. They're Probably Wrong - Our children are our future. Making sure most American children have a good education is of primary importance. Here are some great resources to help you address your children are on top of their school work! Source: NPR
Your Money Personality, How It Affects Your Wealth - Knowing your money personality can provide clues to unhelpful money habits. Source: Forbes
Nearly Half of Millennial Women Have Yet to Save for Retirement - If you aren't making enough to save for retirement, it's time to put together a "earn more financial plan". There are many financial goals that make up a plan, and earning more is one of the main reasons to consult a holistic financial planner. I can help you pursue this. Send me an email firstname.lastname@example.org and we'll schedule a time to talk. Source: Time
12 Conversations About Money to Have With Your Kids - A must read article about how to teach your kids some healthy beliefs and habits with money! Adults can benefit too! Source: Business Insider
Are Women and Men Retiring Differently? - Reasons why I focus on helping women prepare for a fun and confident retirement! Oh, and I help men too, but as you'll read, it's a different approach. Source: US News
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
13 Tips for the Suddenly Rich - If you buy lottery tickets, or expect an inheritance or have a business to sell, these steps can be critical! Source: 247 Wall St.
My Financial Design and LPL Financial do not provide legal or tax advice or services. Please consult your legal or tax advisor regarding your specific situation. Investing involves risk, including possible loss of principal.
Fewer Parents Willing to Pay College Tuition - Some great thoughts about paying for college tuition. Source: Bloomberg
10 Financial Choices You'll Regret in 10 Years -"Many people ask me to explain the basics of how to become financially confident. Here are the most important steps to take. I can help you set up an action plan to get you from where you are working towards where you want to be. Call 425-468-6102 to schedule an appointment." Source: Forbes
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.
Do Women & Men See Money Differently? - Women make financial decisions differently than men. They seek advice differently too. If you have questions about social security or funding your retirement, give me a call, I am passionate about helping women address financial security. 425-468-6102. Source: Kiplinger
Stock investing involves risk including loss of principal.
Tips for Women Who Want to Work Longer Before Retiring - Women who love their jobs or have a fulfilling business love the idea of working longer than traditional retirement age. I'm all for that...as long as you have a back-up plan incase retirement comes sooner than expected. Working longer doesn't give you permission not to have a good financial plan! Source: Forbes
1 in 4 Families Earning $150K or More Living Paycheck to Paycheck - Why High Earners Still Live Paycheck-to-Paycheck Source: Investopedia
3 Things to Consider When Shopping for Renters Insurance - Do you have any kids who are renting? Do they have renter's insurance? Good article to help with this much overlooked financial necessity! Source: Nasdaq
Guarantees are based on the claims paying ability of the issuing company.
Baby Steps for Planning Your Child's Financial Future - Feel like you'll never be able to send your child/children to the college they deserve? This is an opportunity to find out the real facts and make a new plan to pursue your goal. Send me an email for a personalized college planning session. email@example.com Source: LPL
The 5-Year Countdown to Retirement - There is a lot to consider when you get close to retirement. That's why sitting down with a trustworthy financial planner and creating a personalized plan is so important. I have a practice centered around helping you pursue the retirement your envision. email me for a personal session firstname.lastname@example.org Source: LPL