I was honored to be invited to speak as a part of #NurseWellBeingWeek. Check out the Instagram Live recording for the full interview as I share some of my tips to help nurses achieve their own financial well-being. View this post on Instagram A post shared by NurseGrid (@nursegrid)
Monitoring Financial Plan
Should I Pay Off Debt or Invest?
As a financial planner, I get the question “Should I pay off my debt or invest?” all the time. Keeping the money in the bank, paying off debt, or investing may be the best choice depending on your situation. In this article, we’ll examine when each one of these options may make sense depending on […]
Student Loan Cancellation – 4 Things to Know in 2021
Potential student loan cancellation has been an area of much speculation with the new Biden administration. So far, not much has changed, but there are a lot of misconceptions out there. Here are the 4 most common questions I get (and what you should do with your student loans in 2021): 1. Will $10,000 of […]
What to Do With Your Stimulus and Tax Return Checks
In addition to the cash infusion many people see this time of year from a tax refund, we are also in the middle of the latest round of stimulus checks being deposited. If you’re still unclear on your stimulus eligibility, find out if you can expect a payment on the IRS official website. Verified that you […]
Recession Proof Your Finances in 5 Steps
Tip 1: Start thinking about it now The most common mistake people make isn’t necessarily being financially ready for a recession, it’s being mentally prepared for one. People tend to overestimate the upside, and underestimate the downside risk of their investments. This may be compounded by the comfort we all feel after a 10 year […]
What You Need to Know about the CARES Act
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on 3/27/20. It is the largest stimulus package in US history and will directly impact nearly every American. While the law is lengthy and still being analyzed, I have summarized the areas we will see benefit most of the public directly which […]
Don’t Let Fear Drive Your Investing
Why it is important: As you’re reading this, there is likely a major event in the news that may have you worried and is driving the stock market. One thing that often keeps people from becoming financially free is letting fear hijack their financial decision making. If you let emotion drive your investing decisions rather […]
