Is The Stock Market Freaking You Out?

A little reminder that the stock market going down is normal. And if you’re working with a financial planner, YOU might be surprised, but I have been factoring this into clients’ plans for the past 18 months. Also…as I write this Monday morning, the market is down YTD almost 13%. BUT – This isn’t even…

Financial Advisor

Gear Up to Get in Shape in 2020

Often I write things for my blog that maybe our actual client base doesn’t need to prioritize as much here in the economically vibrant, high-tech, dual-income world of Seattle. However, I believe that we can ALL be better with our spending and debt management. And since I know there are still TONS of people who…

Financial Planner

Why You Need A Financial Check Up

Have you ever noticed that money tends to disappear unless you pay attention to it?  It’s true.  (It’s that dreadful feeling we get when we look at our bank statement at the end of the month and think, “Where did it all go…?”) That’s why it’s essential that you have clarity around what you want…

Financial Planner

What Is The “Best Use” Of Every Dollar?

There is a popular adage often attributed to Benjamin Franklin, the father of time management, “Failing to plan is planning to fail.” I think a lot of people believe that financial planning is only for the wealthy, or for the people who are a financial train wreck. That might be partially true…before I left my…

Financial Planners

Six Investing Mistakes and How to Fix Them

Ah, Wall Street.  Playground of billionaires and the only place in the world where 1+1 can equal 3 or -47. Sometimes on the same day. Is it any wonder that one of the most nerve-wracking tasks of financial planning can be understanding how to invest your 401k, IRA or other account? In fact, I think…

Financial planners

How to Manage Your Money in Uncertain Times

Let’s get real here: we’re living in a crazy world right now.  There is political upheaval all over the world — not just here in the U.S. of A. There’s financial uncertainty around healthcare, jobs, wages, tariffs, the stock market, and more. All this uncertainty can be unsettling and overwhelming. And overwhelm can cause people…