Recent Financial Articles

Wine, Women and Money: Sharing Financial Know-How

Wine, Women and Money: Sharing Financial Know-How

In Grand Rapids, right before the pandemic arrived, a small group of women met and carefully broached a taboo topic: money. It wasn't an easy discussion. Together we shared salaries, family finances, retirement plans and investments—topics usually considered to be the...

Five Things to Know During a Hot Housing Market

Five Things to Know During a Hot Housing Market

Everyone wants to buy a house right now. Mortgage interest rates are at an all-time low, and the pandemic pushed a lot of people to make big changes in their lives. Add that to a lack of supply and you've got a sizzling hot housing market. If you're looking to sell...

Financial Resolutions You Should Consider Keeping in 2021

Financial Resolutions You Should Consider Keeping in 2021

According to a National Endowment for Financial Education survey, over four in five (84%) Americans say the COVID-19 pandemic is causing stress on their personal finances—a statistic that's unfortunately not at all surprising. Many have had to adapt and adopt new or...

Are You Aware of These Possible Tax Law Changes?

Are You Aware of These Possible Tax Law Changes?

Taxes. Just that word might make you want to look away and not read any further. But as we turn the page into a new presidential administration and past 2020, I urge you to read about some things that could possibly affect you and your family as tax laws may change....

Make Your Money Work for You: Financial Literacy

Make Your Money Work for You: Financial Literacy

When I started my career in finance, my mother, without hesitation, said, "Now you're going to know all of the secrets about finance and investing." I feel this is how most conceptualize the world of finance—the idea that a certain population knows how the system...

Preparing for the Unexpected: Financial Lessons from 2020

Preparing for the Unexpected: Financial Lessons from 2020

Female entrepreneurs often face daunting obstacles as they pursue their dreams, many of which are not experienced by their male counterparts. I know firsthand that discrimination, inequity and harassment are only a few of the issues that we might encounter on any...

Putting Money in Your Pocket

Putting Money in Your Pocket

With the economy in a downturn and the holidays coming up, everyone could use extra cash in the bank. There are two main ways to make that happen: 1. Make money.2. Save money. If you have neglected belongings sitting around the house, you can make money. And everyone...

Recession-Proof Your Finances: Be Mindful.

Recession-Proof Your Finances: Be Mindful.

There's no doubt: the economy has taken a hard hit recently, with it being revealed by economists that a recession in the United States actually began back in February, slightly ahead of the COVID-19 pandemic, and is likely already over. Though recessions and the...

Pad Your Cushion

Pad Your Cushion

Emergency fund, safety net, cushion. Call it whatever you want, it's there to break your fall in a worst-case scenario, and it needs to be padded. When I meet with new clients, one of the first things we talk about is their emergency fund. People always want to know...

This Too Shall Pass: COVID-19 Financial Recovery

This Too Shall Pass: COVID-19 Financial Recovery

The COVID-19 pandemic is unlike any event in the past 100 years. During the process of "flattening the curve," the economy has essentially halted. While homebound, we're left with endless reels of fear-inducing information at our fingertips, causing moments of panic...