7 things a good financial advisor does for your life. Because financial planning isn’t just for rich people!
Category Archives: Advice
8 Ways to Save on Gas (and none of them are carpooling)
8 ways to save on gas. And none of them are carpooling. Or riding your bike (it’s still winter here in Wisconsin, that’s a stupid suggestion).
Health Insurance Open Enrollment: The forgotten season
Most Americans celebrate the last three months of the year with three big holiday seasons: Halloween, Thanksgiving, and Christmas (Happy Hallothanksmas, y’all)(huge apologies to my Jewish friends). But there’s another very important season that we all need to be aware of: Health Insurance Open Enrollment. This is the annual window for you to sign upContinue reading “Health Insurance Open Enrollment: The forgotten season”
Using an Advisor Pays Off
Spend money to make money. It sounds like an oxymoron, but it’s the truth. Hiring a financial advisor pays off. But it’s not because financial advisors know some super secret way to invest. It’s because an advisor spends time studying how to get the best results for you. Clients who work with an advisor sayContinue reading “Using an Advisor Pays Off”
Making It Count Podcast
Do you ever feel like you’re stumbling through your finances? You’re not alone. This is Making it Count, the podcast where we explore real ways to make your hard earned money work for you. Join hosts Cristina, a working mom of two doing her best to save for their college and her retirement, and Will,Continue reading “Making It Count Podcast”
Sole Source Podcast
Here is the Valkyrie Financial story – the inspiration, the goal, and what keeps me motivated to serve Millennial clients – in 31 minutes on the Sole Source Podcast. Sole Source is a podcast by Red Shoes Inc. that is made by women for women. It looks at the topics that are influencing women andContinue reading “Sole Source Podcast”
You Can’t Outsmart the Market
One of the things that frustrated me the most at my past corporate jobs was advisors who believed they could outsmart the market. That was the main value they brought to their clients. They manipulated data to make themselves look better. And it bothered the hell out of me. It felt sleazy, it felt scummy,Continue reading “You Can’t Outsmart the Market”
The Power of a 401(k) Rollover
What would you think if you opened the mail and found a check with your name on it a for $16k? This happened to me recently…
Time for a Money Check-up
July 1st marks the half-way point of the year. Since half-way points are a great time for a money check-up, here are two you should do now.
Changing Jobs? Get What You’re Worth
Thinking about participating in “The Great Resignation”? Here are the key benefits you should look at when considering a new job offer.