Want to Speak with an Investment Professional?
- Lisa Ardrey on Do you need a mortgage do-over?
- Bill on Do you need a mortgage do-over?
- Karina on Saving for Retirement by Taking the $1 A Day Savings Challenge
- Kimberly on Saving for Retirement by Taking the $1 A Day Savings Challenge
- Melody Mootoosasmy on Don’t be a frenemy to your cash
Tag Archives: retirement planning
As you heard in the video above, Lisa has a special needs child; her son Will, 11, has autism. We’re hearing more and more about autism these days, not just because celebrities like Toni Braxton and Jenny McCarthy are speaking … Continue reading
Did your mother ever say to you should do something because “It’s good for you.” I know I’ve said that on more than a few occasions to my three kids. Whether it was “Eat your vegetables,” “Get some exercise” or … Continue reading
Where do you want to age? To spend your quote-unquote golden years. If you’re like the vast majority of people (and my mother…and Carolyn…and me) home would be your preference, rather than a nursing home or an assisted living facility. … Continue reading
National Save for Retirement Week serves as a friendly reminder for each of us to look at our personal retirement goals and plan (like we need additional pressure than what Mom and Dad are already putting on us). As a … Continue reading
My calendar is key for reminding me of important dates and events. Whether it’s someone’s birthday or anniversary or a holiday, that calendar reminder prompts me to do something. I may send a card, make a phone call or plan … Continue reading
That’s true in many, many instances. Think of buying a gift for a birthday a week from now. You put it off, then put it off some more. All of a sudden that birthday is tomorrow. You no longer have … Continue reading
I found an interesting statistic from a study out of Virginia Tech that noted that 80% of Americans don’t have goals. Wow – I have goals but I do not have a bucket list, intentionally. What is the difference? I … Continue reading
I recently spent a few days on a sailboat on Lake Superior with a group of 5 friends. Lake Superior is the largest fresh water body of water in the world. When you are out on a sailboat, you hear … Continue reading
When accepting a new job, the benefits become the bonus points on the pro-list to remind ourselves the change is worth it. But bragging about the great 401(k) and employer-matching program an employer offers only holds weight if we’re actually … Continue reading