Life Updates We have crossed the halfway mark on pregnancy which feels great! Kind of…ok, I’m exhausted all the time and now wearing what I call “Steve Urkel pants” to fit over the bump, but otherwise great! We also got to see baby Weitzman again on the ultrasound and watch the little arms and legs[…]
Before diving into this week’s post, let me start by saying how honored I am to have you reading our blog. Even if this is your first time visiting, we’re thrilled you are here with us. A little more than a year ago, I broke away from my partnership at a traditional wealth management practice[…]
Time for an Update For those of you anxiously awaiting an update on our roof situation, I have an update. And not a good one. We had two different companies inspect it, and both said we needed a new roof. One estimated the age to be between 12-15 years and the other said 17-18. Based[…]
Douglas has written a lot in the past few years on the blog about challenges Millennials face and how to tackle them, but what does it look like when put into practice? I am here to share that with you through a series called, “Millennials, Money and Marie”! A little background: I am Marie, the[…]
When I do financial planning with clients, we spend a good amount of time talking about retirement with the assumption that they will retire at age 65. However, clients often ask if early retirement is possible. For many Millennials, they don’t want to be doing the same thing for another 30-40 years. If you aren’t[…]
Do you think your financial health is good shape? Or are you worried about something? It’s ok to feel nervous about finances. Most people do because they don’t know what there are reading or hearing about. There is a lack of financial literacy among all generations, not just Millennials that keeps everyone on edge about[…]
If you’ve proven that you have earned the right to invest by identifying, quantifying and prioritizing your goals, mastering cash flow and establishing a cash reserve then we can talk investments. If you haven’t then check out our Get #FinLit page. Have you taken care of those things? Good, now we can talk investing. When[…]
One of the most important things you can do for your financial life is to set goals. For many, this can be difficult because most of us have multiple financial goals in life. Some common ones I see are retirement, buying a house and paying down debt. It can be tough to figure out what[…]
Happy New Year! I hope you ate lots of good food and spent time with family and friends this holiday season! Now that 2018 has arrived, let’s spend some time on those resolutions. I’m personally not the biggest fan of resolutions but it is a good opportunity to tackle some things you have been meaning[…]
The holidays can be a wonderful joyous time or a very stressful time. For many the stress of the holidays comes from shopping for gifts for loved ones. According to a GoBankingRates survey, about 57% of people plan to spending one full paycheck on the holidays. That’s an average of $1,908 for someone paid every[…]