Rip-Off or a Good Investment?
It seems nearly impossible to avoid the bombardment of ads and commercials with new products and services being touted our way. Whether...
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All blogs are educational in nature and should not be interpreted as financial advice.
Regulations and laws change frequently and some information may be outdated.
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xennial_lindsay
- Dec 27, 2022
- 4 min
Your 401(k) is Changing
Congress recently passed a(nother) bill that will overhaul the U.S. retirement system. Known as SECURE 2.0, these provisions are...
11 views0 comments
xennial_lindsay
- Nov 29, 2022
- 4 min
Important Numbers and Tax News for 2023
It is hard to believe 2022 is almost over! It’s been a bumpy ride for consumers as high inflation reared its ugly head for the first time...
10 views0 comments
xennial_lindsay
- Oct 26, 2022
- 3 min
Your Financial (Disaster) Toolkit
Climate change and extreme weather seem to be taking over the news headlines for the past few years. Hurricanes, tornadoes, drought,...
7 views0 comments
xennial_lindsay
- Sep 29, 2022
- 3 min
Marriage and Money
As early as childhood, we develop biases around money. Perhaps we watched our parents argue over the green stuff or avoid the topic...
10 views0 comments
xennial_lindsay
- Aug 25, 2022
- 4 min
Should you Save, Pay Down Debt, or a Little of Both?
I am asked this question a lot! And like everything in financial planning, it depends. Well, kind of. I do have some pretty strong...
12 views0 comments
xennial_lindsay
- Jul 29, 2022
- 3 min
Student Loan Drama
The student loan saga continues… My last blog on this topic was in January 2021 and oh so much has changed! And it continues to change...
8 views0 comments
xennial_lindsay
- Jun 30, 2022
- 4 min
Inflation vs. You
If you have noticed your wallet shrinking lately, you are not alone. Almost everything costs more and it’s happening on a global level. ...
16 views0 comments
xennial_lindsay
- May 26, 2022
- 3 min
Stock Market Sale!
If you’re someone who watches your investments closely, these past several weeks have probably felt like a rollercoaster. And even if...
10 views0 comments
xennial_lindsay
- Mar 28, 2022
- 4 min
The ABCD's of Investing
If you have ever tried to read one of your 401(k) or IRA statements and got completely confused, you are not alone. If you have ever...
19 views0 comments
xennial_lindsay
- Feb 23, 2022
- 5 min
The Right (and Wrong) Ways to Teach Kids About Money
If you have young children, you know that the responsibility comes with many rewards, but perhaps just as many challenges. We want them...
14 views0 comments
xennial_lindsay
- Jan 21, 2022
- 3 min
What Raising Interest Rates Really Means
The Federal Reserve has a lot of influence on our economy. I mean A LOT. Their main job is to make policy decisions around setting...
279 views0 comments
xennial_lindsay
- Dec 29, 2021
- 4 min
Important Numbers and Tax News for 2022
As we bid adieu to 2021 and say hello to 2022, let’s review some important tax and congressional updates as well as retirement...
26 views0 comments
xennial_lindsay
- Nov 28, 2021
- 4 min
The Credit Blemish That’s Surprisingly Difficult to Remove
Bankruptcies, Foreclosures, Debt Settlements (e.g., short sale), and Tax Liens can cause some serious damage to your credit score and can...
22 views0 comments
xennial_lindsay
- Oct 22, 2021
- 6 min
Workplace Retirement Plans: Explained
Have you ever looked at one of your 401k statements and tried to decipher what you were looking at? Have you ever received information...
22 views0 comments
xennial_lindsay
- Sep 22, 2021
- 3 min
Inflation Nation: The Silent Killer
It is difficult lately to turn on the TV or read a news article lately without hearing the word “inflation.” It has been many years...
27 views0 comments
xennial_lindsay
- Aug 19, 2021
- 4 min
Identity Theft: How Protected Are You?
What do Equifax, Marriott, Yahoo!, and T-Mobile all have in common? You probably guessed it. They have been hacked and had their...
22 views0 comments
xennial_lindsay
- Jul 29, 2021
- 3 min
Lump Sum Millionaire
Do you ever dream about winning the lottery? I think many of us have. It’s fun to think about how we might use the money. Would you buy a...
30 views0 comments
xennial_lindsay
- Jun 24, 2021
- 3 min
Why is Money Important to YOU?
That is the main question Carl Richards asks in his best-selling book, “The One-Page Financial Plan.” It is not a new book, but one I had...
39 views0 comments
xennial_lindsay
- May 27, 2021
- 4 min
A Will or a Trust: Do You Need One or Both?
I receive a lot of questions about Wills and Trusts and why someone might need one versus the other. Like anything in financial planning,...
27 views0 comments
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