Savings, CDs, and Money Markets, Oh My!

Savings, CDs, and Money Markets, Oh My!

You’ve probably heard that it’s a good idea to “save money for a rainy day.”  But where?  There are loads of options out there!  Here are some considerations when stashing away your hard-earned cash.  Savings Accounts  Probably the easiest and most familiar place for...
Avoiding Retirement Regrets

Avoiding Retirement Regrets

I was recently asked what advice I would give to someone who found themselves unexpectedly unhappy with retirement.  What would you say to someone with retirement regrets?  It struck me as a very human question.    Certified Financial Transitionists are trained to...
3 Considerations for Savings Accounts

3 Considerations for Savings Accounts

If you are saving for a rainy day (or a sunny one, for that matter), good for you!  You can boost your savings power by being aware of a few simple tips: #1 – Shop savings rates – especially now!  A few years ago, one savings account didn’t earn much more than...
What Do Financial Advisor Designations Mean?

What Do Financial Advisor Designations Mean?

It may surprise you to learn that terms like “financial advisor,” “financial consultant,” and “wealth manager” are generic job titles.  They aren’t regulated terms and don’t actually mean very much as far as credentials or education or skill.  Anyone can call...
3 Top Tax Tips You Can Do Now

3 Top Tax Tips You Can Do Now

No one has EVER told me they DON’T want to save money in taxes.  Tax savings strategies are always a good idea to consider in your financial planning.  Being tax aware is a big part of what good financial planning is all about! Another reason to...