Blog
Reflecting On Lessons Learned In 2020
Submitted by WWA Planning & Investments on January 6th, 2021I’ll confess. I am not good with budgeting. I have a rough idea of what I should spend, but often get distracted and don’t pay close attention.
My husband and I are to the point in our careers where day-to-day money management does not affect our overall financial situation.
The Terrible, Horrible, No Good, Very Bad Year
Submitted by WWA Planning & Investments on December 30th, 2020With apologies to author Judith Viorst, the title of her ‘Alexander’ book from 1972 seemed perfect for my 2020 year-end article.
Too Much Of A Good Thing?
Submitted by WWA Planning & Investments on December 16th, 2020Growing up, we had family friends who owned a candy company. As a child, it seemed like working there would be a dream job – surrounded by candy. Better yet, the company policy allowed employees to eat all the candy they wanted. You see the trap, right?
Don't Let Pandemic Drag Down Your Finances
Submitted by WWA Planning & Investments on December 7th, 20202020 has been a stressful year. In normal years, many people find November and December stressful. There are generally more expectations and activities from holiday parties, decorating, gift-giving and general busyness.
While this year might not have as many activities, I am sure most people will find it just as stressful, just in a different way.
How Women Can Break Through In Financial Planning, Other Fields
Submitted by WWA Planning & Investments on November 9th, 2020One of the highlights every year is attending the National Association of Personal Financial Advisors conference. This year, the conference was virtual. I missed networking with other advisers. Several of the sessions I attended focused on the needs of women.
A Reader Poll
Submitted by WWA Planning & Investments on October 28th, 2020I’d like to begin with a show of hands: all those who enjoy reading their insurance policies, please raise your hands now. Hmmm, I don’t see very many and I must admit that if this was a Zoom call, you wouldn’t see mine either. However, insurance is part of our lives so it’s important that those who buy it either understand it or have trusted advice at hand.
Too Much Truck, House Pinch Retirement Savings
Submitted by WWA Planning & Investments on October 13th, 2020I was intrigued this week when a story in my newsfeed headlined, “Americans’ love affair with pickup trucks might be derailing their retirement plans” popped up.
Frank Sinatra, Financial Planner
Submitted by WWA Planning & Investments on October 8th, 2020Today, Frank Sinatra joins the illustrious group of people who I think might have something to offer the world as a financial planner in addition to his other talents.
Don't Let Election Distract You From Investing Fundamentals
Submitted by WWA Planning & Investments on September 14th, 2020Everybody is trying to get an edge on the market and predict what it will do leading up to and after the election in November. Like many advisers, I’m getting questions from clients like this: “What does the upcoming election mean for my portfolio? What happens if the Democrats win? Are my taxes going up?