Social Security: A closing loophole you should know about
This is a must-read for anyone born on or before January 1, 1954. Social Security is a foundational
October was a scary month for investors. While many financial analysts are still calling for a higher year-end finish, the equity markets are experiencing a
This week I am going off topic and want to share what I learned attending a Tony Robbins Conference recently. As an entrepreneur and financial adviser, I always
Saving for the future is one of those important but not urgent things. The secret to building a strong financial future lies in our ability to create a plan
I am mom to 3 school age kids and over the past month we went on our annual back to school shopping trip. This included visits to at least 10 stores. In every
I thought I would address a great question I am frequently asked. “Julia, is now a good time to invest? We are near all-time highs in the stock market and I am
Q: Dear Julia: I always planned on being able to retire when my retirement accounts hit 1 million dollars, this July they hit that goal but now I am wondering
Can you believe 2018 is already half over?! Every July we review the first half of the year and then look out over the next 6 months to see what we can
Bad things happen to the best of us, and when they do they seem to come in waves. An emergency fund can work as a life preserver to keep us afloat until the
Deciding on when to retire is not only a financial question but it is important to think about the emotional side of retirement too! After all, in retirement
I want to share some financial advice for our graduates. I have worked as a financial advisor for the past 20 years and hear consistently “I wish I started
Starting to take your social security income is a once in a lifetime decision. The most common considerations are deciding when to start, longevity, spousal
