July 2020 – TVW – Talk Wisconsin: Wisconsin Women

You’ve changed jobs and find out you’ve got a retirement plan you can invest in! That’s great news! Wait…did you have one at your last job? Did you invest in that?

If you find yourself with a new retirement plan, I can help you figure out how to invest in that plan in a way that’s right for you, and also find and consolidate those old plans so they are easier to keep track of.

June 2020 – TVW – Talk Wisconsin

2020 has been…hard. Unfortunately, it will not be the last hard thing we will go through in life, but lessons learned will benefit us in the future.

Working with an adviser can help you plan for the ups and downs of life, and modify that plan when things change.

June 2020 – TVW – Talk Wisconsin: Wisconsin Women

Emotions can really hinder our ability to move ourselves forward; whether they are frustration, overwhelm, confusion…they all play a role.

Having a trusted adviser can help move you past the emotions that are causing your mind to spin. An adviser can help with those decisions that feel overwhelming, so you can get back to focusing on the things that are important to you.

May 2020 – TVW – Talk Wisconsin

You know what’s harder than saving up an emergency fund? Spending it.

Should you save and invest extra money, or use it to support the local economy? Both are great options, and it’s important for you to choose what’s right for you

April 2020 – TVW – Talk Wisconsin

 

What is the best way for YOU to use the stimulus checks from the government?

What is the importance of an emergency fund?

What are some things to think about when getting started?