by Susan Koe | Jun 18, 2022 | Financial Planning
I get it—the world of finance can seem intimidating. There are always news stories about scams to avoid and “financial advisors” going to jail. Out of all the advice out there, how do you know who you should listen to and where you should start? Here are three easy...
by Susan Koe | Jun 1, 2022 | Finances
Changing jobs is one of life’s biggest stressors. It can be emotional to say goodbye to coworkers and worrisome to jump into the unknown of a new role. On top of that there is paperwork to fill out and financial chores that need to be completed. It is important to...
by Susan Koe | May 16, 2022 | Social Security
If you’re investing, you’ve probably heard the term Economic Indicators before. It’s often mentioned alongside any big changes in the market whether it goes up or down. What exactly are they, and more importantly, how do they impact your portfolio? Economic Indicators...
by Susan Koe | May 1, 2022 | Investing
It’s important to dig a little deeper and find out what these investments do – or do not – include so you can make sure they really line up with the things that are important to you. Let’s take a look at ESG Investing and how it can impact your portfolio.. First off,...
by Lorraine Ell | Mar 21, 2022 | Financial Planning
Our financial lives are complicated. Credit cards, bank, retirement and investment accounts seem to multiply as we move through life. You change jobs and start a new 401K or move and open a new local bank account. We often have so many accounts, we forget they exist....
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