With the recent government shutdown and the personal stories of Americans not being able to pay their mortgage or buy food for their families, I feel compelled
Happy New Year everyone! Let’s take a look back on 2018 and then consider what 2019 holds for investors. 2018 kept investors on the edge of their seats. Trade
The holidays are a time to reflect on the most important parts our lives: our loved ones. The busyness of the season can sometimes get in the way of enjoying
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
