This week I stood in my mother’s kitchen and she told me that she is worried about her retirement. Her goal is to retire in less than 10 years, and she feels that so much of her ability to have … [Read More...] about Getting Your Retirement Back on Track During and After COVID-19
Money management
Planning This Fall For Next Season’s Harvest
October is a good time of year to focus on a few key steps that will help lead to financial abundance now and in the future. TIME FOR A PORTFOLIO REVIEW How did … [Read more...] about Planning This Fall For Next Season’s Harvest
How do I know if my financial advisor is doing a good job?
Nowadays it can be equally hard for people who are currently working with a financial advisor, or seeking professional help with their personal finances for the first … [Read more...] about How do I know if my financial advisor is doing a good job?
Why the Powerful Female Investor Works With a Certified Financial Planner™.
Contact: Nicole M. Middleton, CFP® Phone: (888)-657-7823 For Immediate Release Oakland, CA, June 15, 2018 – NICOLE MIDDLETON, CFP®, CEO of Strategy Squad Insurance … [Read more...] about Why the Powerful Female Investor Works With a Certified Financial Planner™.
Building Wealth the Right Way
I have never met anyone who is completely satisfied with their personal finances for one reason or another. It is human nature to want “more” of something, whether it is … [Read more...] about Building Wealth the Right Way
“I’m in a new relationship. How should we manage our finances?”
Congratulations! New relationships are a big deal these days. Just talk to your single friends and you will hear stories about how hard it is to find a compatible … [Read more...] about “I’m in a new relationship. How should we manage our finances?”
