Ten Actions Steps During Financial Literacy Month
"April is Financial Literacy Month and was first recognized in the U.S. in April 2004. It was designed to [...]
A ‘Pep Talk’ for Those Women Who Don’t Believe They Can Invest
"Nothing lights me up like talking about empowering women in their financial lives! And the older I get, the more [...]
Finding Your Financial Focus for 2022
"I want to share an exercise I am doing this year. I have some very skilled friends at implementing [...]
Principles of Financial Planning Series: Estimating Your Income and Filling an Income Gap
"Next, you are ready to begin looking at what guaranteed income sources you may have. Most people will at least [...]
Principles of Financial Planning Series: Setting a Budget for Retirement – How Much Should I Plan to Live On?
"A few times each year, I teach a class on how to simplify retirement planning. Every time I teach [...]
S3: Episode 7 – How Wise Women Embodies The Mission of Wise Wealth
Women are a notoriously underserved demographic in the financial industry, even though they are often the ones in the [...]
Principles of Financial Planning Series: Protect the Income, Grow the Rest
By Samantha Compton This month, I’m introducing the last principle in this series, Financial Principle #5: Protect the Income, Grow the [...]
Principles of Financial Planning Series: Taxes and Inflation in Your Long-Term Planning
By Samantha Compton This month, we’ll continue our focus on Financial Principle #4: Don’t Let Your Portfolio Take a H.I.T. (Healthcare, [...]
Summer Fun Without Losing Your Financial Focus
By Samantha Compton I love Summer! Though I am not a fan of the heat and humidity that often comes [...]
Principles of Financial Planning Series: Proactive Planning For Healthcare Expenses
by Samantha Compton Last month, in our discussion of a 3-Bucket approach to financial planning, we focused on the Growth Bucket. [...]
Principles of Financial Planning Series: Don’t Let Your Portfolio Take A H.I.T.
By Samantha Compton Last month, we talked about a unique Three-Bucket Approach that I use to teach my clients to [...]
Principles of Financial Planning Series: A Three-Bucket Approach to Your Finances
By Samantha Compton Last month, I introduced Principles #2 and #3 of the 5 Principles of Financial Planning: Principle #2: [...]