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So That’s What She Meant!

Thoughts on growing up… Do you have children?  If so you know how we, as parents, experience different emotions as they grow up.  I have two children.  My daughter just graduated college with three degrees.  My son graduated college five years ago with an equal number.  The emotional dynamic of them moving on to independence […]

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Do You Know About The Young Adults In Our Country?

In an April 2017 report, the U.S. Census Bureau examines changes in young adulthood over the last 40 years. The study looks at how the economic and demographic characteristics of young adults (ages 18 to 34) have changed from 1975 to 2016. The report defines adulthood as a period in life associated with common experiences […]

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pfs millennials

Millennials, The Unknown Generation

Are You on the Same Wave Link As Them? As Business owners and parents it is important to remember the future of our companies and of society are millennials. I try to take the opportunity to learn from them and see how their suggestions can fit into my business. Having two millennial children also helps me to see and […]

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financially fit 2

6 Topics To Discuss With A New Graduate

A word to new college grads from the #LKNMoneyMaven! Now that the summer is over and many college grads are settling into their jobs, they face new financial realities. High student debt, little savings, and a short credit history. OH MY!  Does this sound like you? Here are six topics I often discuss with a […]

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Behavioral Finance: Home Country Bias

How does your home country bias relate to you as an investor?  Do you think it does at all? Find out in the behavioral finance video below from Franklin Templeton. Knowing how home country bias can influence you as an investor is an important Financial Strategy for Life!   International investing involves additional risks including risks associated […]

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financially fit 2

Get $ Fit Challenge March 2016

No more solicitations!! I hate JUNK mail and Solicitation calls!  Don’t you?  They are so intrusive and annoying! Recently we celebrated National Consumer Protection Week.  In addition to identity theft we are all exposed to the annoying solicitations coming by mail, email and phone.  Even our cell phones are spammed with calls now.  What can […]

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Rosey the Riveter

Women: We Rock The Financial World

I think the statement in the title line – Women: We Rock the Financial World is so accurate! Women have come a long way in the financial sector. I know this from observation and experience.  We are still making progress in what was traditionally an all male establishment.  The article referenced discusses studies showing why […]

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money mark

What Does 2016 Mean For You?

As the new year begins there are many financial changes we must focus on… TAXES At the start of the new year we begin to think ahead and focus on various components of our income taxes. Deductions, deadlines, exceptions, and bracket changes.  We review the prior year’s books and begin to organize our information in preparation […]

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Social Security Cards

Update! Update! Update! Read All About It!

Social Security has done it again… There are new claiming rules! When Congress unexpectedly eliminated two Social Security claiming strategies as part of the Bipartisan Budget Act of 2015, retirement planning got a little more complicated for people who expected to use those strategies to boost their retirement income. Here are some questions and answers […]

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Sara on Radio (3)

What is a Certified Financial Planner™?

I have been a Certified Financial Planner™ professional  (CFP) for many years and find it is important to share what this designation is.  There are countless people in the financial world, but they may not have the accreditation to properly serve you.  It is important to look for their designations and understand what they mean.  My designation is the […]

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