In today’s video, I want to help you learn to manage your finances well so that you can feel strong and confident, and in control of your life. Constantly feeling financially stressed sucks, so let’s just stop that. Goals- what do you even want- why do you want extra money- what will you do with […]

When I worked for Morgan Stanley and E*Trade, there were typically things I noticed advisors would “forget” to mention. Not all advisors of course, but these are things that sometimes don’t get eagerly shared. Having these insights will allow you to know what questions to ask so you don’t get taken advantage of. There are […]

Dividend stocks get a lot of hype because in an ideal world the dividend is a way to have a return from the stock regardless of how the market or that stock specifically is performing. If a stock grows by 5% and the dividend is 3% then you have an 8% return. If a good […]

What’s up everyone, Today’s video I will give you 4 tips to help you feel financial wellness in your life. I want to help you get to a place where you’re not only financially able to meet your basic needs but also have overall financial wellness in the sense of being able to meet your […]

First to get some terminology out of the way that you will need to know for this article. A custodial account is an account your child owns, but you have control over until they reach the age of 18 or 21 depending on the state you live in. This is called the age of majority. […]

First, remember that it’s ok to feel scared or like you aren’t ready to buy a home. One thing you can do if fear is a factor is to mentally play out the worst-case scenario if you were to buy… you can’t pay your mortgage, then what? If that is your fear, well… you have […]

An index is what’s used as a baseline for measuring something. In the stock and investing world different indexes made up of investments are used to measure the performance of different areas of the market. Today’s video I’ll help you understand what an index is and how index funds work so you can use them […]

When it comes to saving for retirement there are SO many opinions on how much you “should” have. I find this so incredibly strange because we all live such different lives and want to retire at different times, so the math just works differently for everyone. I like to live by numbers and let them […]

In today’s video, I will help you figure out how much money you need to start investing in the stock market. You can literally start with one dollar, or you can carve out a lot more If you’ve got the budget for it. In today’s video, I will give you 3 strategies to help you […]

In today’s video I will give you 7 steps to create a solid financial plan, so grab your favorite notebook or journal, and let’s go! Step 1: Assess your current financial situation. No judgment, just a simple look at your financial reality. Questions to ask: How much do you have saved as an emergency fund? […]