Investing can be super intimidating especially when you have no clue what you’re doing. Today I’ll give you 5 reasons why Fidelity is the best service for you to start investing with.  They have no minimum. This is common among most major investment firms, but it’s still nice! They have fee-free index funds as well […]

Quitting a job can be a very scary and exciting move – but here are some things to help set you up for success before you take that big leap.  Why Do You Want to Leave?  What really makes you want to quit? Does it relate directly to the position your in? If there is […]

There is never a bad time to get your finances in check. Today I’ll give you 5 easy tips to help you save and invest!  Create a budget. To create an ideal budget, you need to be realistic and give yourself wiggle room. Making a budget that works with you to achieve your goals is […]

Setting goals for yourself is the best way to stay on top of your finances. Today I’m breaking down my goal-setting process so you can get more strategic about your finances. Having good practices when it comes to your finances is key to making sure you are always moving towards your goals and never just […]

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 […]