Samuel ‘Townes’ Stephens

We welcomed our son, Samuel 'Townes' Stephens, to the world on February 6th, 2020. He was born at 12:33 pm weighing 6 lbs 14 oz and 18.5 inches long. He was born with Hypoplastic Left Heart Syndrome (HLHS) which in simple terms means the left ventricle of his heart did [...]

By |2020-03-11T01:34:07+00:00March 11th, 2020|Uncategorized|

‘Tis the Season

It seems like just yesterday, I was turning on the news each morning and watching as the stock market was facing another “bad” day.  If you don’t remember the fourth quarter of last year – then let’s keep it that way! December has been coined with the phrase “the Santa [...]

By |2019-12-10T17:25:05+00:00December 10th, 2019|Uncategorized|

Slow Down, Listen and Be Present

Slow Down, Listen & Be Present Last week I experienced one of the most impactful 5-minute conversations with a total stranger I think I have ever had. A conversation that I hope I will always remember and the simple lesson I learned will forever stay with me, and if I [...]

By |2019-11-26T21:29:01+00:00November 26th, 2019|Uncategorized|

Preparing for Year End

Favorite Resources Wow…its November! Last Friday I ran into Home Depot to pick up something and I was astonished when I walked in…why? Christmas decorations were everywhere and let’s be honest, I just wasn’t ready! Didn’t I just pass out candy to those cute little trick or treaters last night [...]

By |2019-11-12T17:57:30+00:00November 12th, 2019|Uncategorized|

Simple but Profound – Part 2

  Simple but Profound – Part 2 Do you remember a couple months ago when we talked about the simple act of paying yourself first? Well the time come for you to implement this strategy in the simplest of forms – it’s easy! If you have a retirement plan through [...]

By |2019-11-01T17:35:02+00:00November 1st, 2019|Uncategorized|

Women & Money

Women & Money For years, I have been intrigued by different statistics about Women & Money. One of the most shocking statistics I ran across a couple years ago is according to the U.S. Census Bureau the average age of a widow in the United States is 59. Does that [...]

By |2019-09-12T19:24:25+00:00September 12th, 2019|Uncategorized|

Apps to Track the Markets

Favorite Apps to Track the Market At least a couple times a month, I am asked by people of all ages and backgrounds, “What apps do you use to track the market?” I know, I know – some of you are wondering ‘why in the world you would want to [...]

By |2019-08-07T19:52:58+00:00August 7th, 2019|Uncategorized|

Favorite Apps to track Cash Flow

3 of my Favorite Apps to track Cash Flow One of the most common questions I am asked by people of all ages and backgrounds, is “Do I need a budget?” Oooohhhh, BUDGET – what a scary word! I like to retrain our perspective on a budget and simply view [...]

By |2019-07-24T20:31:48+00:00July 24th, 2019|Uncategorized|

Simple but Profound

  Simple but Profound The other day as I was meeting with a client and her daughter, I mentioned a simple financial strategy to her daughter that she can use in managing any money earned from her part-time job before heading off to college in the fall. Both my client’s [...]

By |2019-07-18T19:37:07+00:00July 18th, 2019|Uncategorized|

Common Questions Regarding Social Security

Social Security Benefits for a Divorced Spouse Social Security Benefits can cause stress and confusion, then add in the questions surrounding eligibility for a divorced spouse and Social Security can become one thing most want to avoid. Below is a list of the 6 most commonly asked questions I receive [...]

By |2019-04-16T21:07:52+00:00April 16th, 2019|Uncategorized|
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