Let's Talk Money Topics

04/03/2022

10/26/2020

Anyone curious to know if the market is expected to be impacted by an election?🧐
What you can do to endure market volatility?
I have some great info to share!!

07/04/2020

03/24/2020

It's important to stay grounded during this time... I enjoy listening to Mel Robbins and she had a fantastic discussion about money during this time (if you want the meat of the video, you can skip to about 22 minutes in).

Remember, we are available for phone and video conferencing if you need anything! Stay smart, my friends!
You can reach out directly through this page, and I will send you our phone number ;)

I have heard from many of you that are feeling anxious, angry, confused and afraid based on the rapidly changing circumstances and disruptions that the Coron...

03/21/2020

This is an uncertain time for many reasons for us all. It will undoubtedly bring change to many areas of our lives during and after COVID-19 passes... including financial.

We hosted a zoom meeting for our daughter's girl scout troop and earned a zombie patch called, 'Be Prepared, Not Scared', and it really inspired me to consider what everyone is doing to stay prepared financially.

Are you prepared for change?
Is your money working for you so you don't have to stress about your future?

We are reaching out to you now so you understand that you don't have to feel alone in all this! We are with our two kids who miss traditional school too... but we are still here counting our blessings!

We are conducting business over video Zoom conferences and we will continue to serve you any way we can. No concern is too trivial, please call or email us with your questions and stay safe.

01/26/2020

Fill In The Blank:

If I knew I could not fail, I would _______.

01/15/2020

What are you reading in 2020?
Here is a list of our top 10 to expand your mindset
this year about life, money and yourself.

Start the New Year with purpose, action and success! Book recommendations to expand your mindset about life, money and yourself. Overcome obstacles & set goals.

01/14/2020

Who teaches their kids about money?

Adapted from the book, "The MoneySmart Family System." Visit http://www.moneysmartfamily.com/kids-money. In 2004 a Phoenix TV producer came to the home of St...

01/07/2020

Good morning!
Henry Ford said, “Whether you think you can, or you think you can't – you're right,” he emphasizes how much attitude determines success or failure.
When thinking about how you approach your finances... Do your own experiences support this?

12/17/2019

Did you know...
You already know that health insurance paid by your employer expires when you leave a company, so you either have to shop for new insurance or use COBRA. However, if you have a life insurance or Long term Care policy through your work, chances are you cannot take it with you if you leave the company...
BUT if this is a concern for you ... we have some kick-butt policies that cost very little 😉