2020 Bear Market
You woke up today to headlines that market futures fell overnight, and we are seeing another big drop so far today. You may be wondering if things have changed since our last message to you, and if you should do something different. Overnight, markets reacted to fears that many parts of the world, including the […]
First-Time Homebuyer? Here’s How to Prepare Financially
Recently I was asked to send in my top tip for first-time homebuyers to be included in a blog post for Redfin. It was fun to get it back and see what other thoughts the other CFP® professionals offered. Apparently many of us think alike! I don’t agree with everything said here, but it is […]
My parents told me they would pay for college. This is what I will tell my kids instead.
I was a very lucky kid. My parents worked hard and instilled a work ethic and ambition in their three children. They achieved financial success and were grateful to be able to offer us opportunities that they did not have. We benefited from music lessons, dance classes, enrichment opportunities and travel. They also told us […]
Let’s talk about the B-word
…the part of financial planning that everyone dreads, no matter their income. This week I received an email from a client with some answers to follow-up questions about her financial plan. At the end she wrote, “no progress on the b-word. Sorry.” It made me laugh out loud. The b-word that she so dreads is, […]
Jud Featured During Wise Money Week
As part of the 8th Annual Jacksonville Wise Money Week, our own Jud Mallini was pleased to participate as part of a team of representatives for the Financial Planning Association of Northeast Florida, answering financial questions for members of the greater Jacksonville community. The panel set up a phone bank that afforded community members the […]
Two incomes may not be better than one
Or, why some well-educated feminists stay home. [The messy truth about gender roles in my family.] When my husband made partner at his law firm in 2009, they hosted a small but sweet dinner for him, along with the other new partners and their spouses. I had been a stay-at-home mom for a few months […]
My Son Decided Not to Do His Homework
…and I Think that Bodes Well for His Future Before laying out this potentially controversial argument about the value in my child’s decision not to do homework, let me make an obvious disclaimer: I am not a parenting expert. I love being a mom, and it is my most important work, but my husband and […]
Melissa finishes the Boston Marathon!
Huge congratulations to our Client Relations Administrator, Melissa Land, for running the Boston Marathon. We are so proud of you, Melissa! Melissa trained hard for this event, and she ran fast. She left Boston with a heart full of gratitude. She said, “Boston is an amazing place and welcomes you and really respects running and […]
