Do you remember taking Home Economics in junior or senior high? If your answer is yes, then you and I are certainly dating ourselves. As corny as it may sound to the younger generations, we learned a lot of basics in that class: how to cook and bake, how to run a household, home safety, […]
Luellen Lockwood, MBA, CPA, EA
| September 14, 2017
Financial Planning Investor Education Resources Women and Wealth
As Mavis Wanczyk, this week’s Powerball Winner of $758.7 million, said, winning the lottery was a “pipe dream I’ve always had.” I think all of us can relate to this statement. To have $336 million (after taxes) just drop in your lap is truly life-changing. And to put this in a different context, Ms. Wanczyk’s […]
Luellen Lockwood, MBA, CPA, EA
| August 25, 2017
Fiduciary Financial Planning Investor Education Portfolio Management Women and Wealth
As a young girl, my mom was my hero. She was a single parent, raising four active children with little to no financial support. In her day, being a homemaker was the expected norm for women who didn’t have any post-secondary education or meaningful job prospects. Even if my mom had entered the workforce, it […]
Shalina Martos, CFP®, AAMS®
| August 23, 2017
Fiduciary Financial Planning Investor Education Resources Women and Wealth
Are you aware of how you make investment decisions? Are you an analyzer, researching until the sun comes up? Are you someone who buys an item on the spot, no research involved? Knowing how you make decisions, and the emotions that go along with them, is a very important step within the investing process. Let’s […]
Shalina Martos, CFP®, AAMS®
| October 15, 2016
Behavioral Finance Financial Planning Investor Education Women and Wealth
Here we are at the beginning of September and it’s “back to school” time. As we work to put our children in the best possible position to be well-prepared and successful students, we need to do the same for ourselves and our spouses or significant others. There are certainly valid reasons for not getting married, […]
Luellen Lockwood, MBA, CPA, EA
| September 15, 2016
Estate Planning Financial Planning Investor Education Resources Women and Wealth
The Batteries of Our Life Plan With spring comes the change to daylight savings time and the reminder to change the batteries in our smoke detectors. Also, with spring comes tax time. So, as we work on completing and filing our tax returns, this is a great time to make sure the “batteries” for our […]
Luellen Lockwood, MBA, CPA, EA
| April 20, 2016
401(k) Behavioral Finance Estate Planning Financial Planning Investor Education Tax Women and Wealth