In our last post, we kicked off our two part series of addressing the money tasks you’re avoiding and the steps you can take to make progress. Today, we’re covering four additional areas that you...
Search Results:
Workable Wealth Investing Series: What’s in an Investment Portfolio?
Welcome back to the third part of our investment lexicon series. In part one, we introduced the concept of financial markets and discussed their broad reach. In part two, we looked at the U.S. stock...
Workable Wealth Investing Series: What Investment Strategies Should I Use?
Welcome back to the second part of our investment lexicon series. By now you have a good understanding of what the market is, how the stock market works, and different methods of tracking market...
Workable Wealth Investing Series: What You Need to Know About the Market
In your quest for financial wellness, you have probably heard countless times the importance of investing as part of a well-rounded financial plan. While this is true, most articles don’t tell you...
How To Handle Your Investments During This Pandemic
COVID-19 has brought about many changes, including fluctuations and volatility of the market leaving many people uncertain about their next move, especially with their investments. You might be...
What You Need To Know About Taxes and Investing
Taxes play an important role in your financial life. Their reach extends far beyond the dreaded April 15 (now July 15th for 2020) date and come into play much more than once per year. Taxes are...
What is A 401(k) Rollover And How Can It Impact You?
Moving jobs can come with many changes: cleaning out your desk, onboarding and learning a role at your new employer, and adjusting to a different team and office environment. One thing people don’t...
What’s a SEP IRA and How Does it Work?
Retirement planning for the self-employed can seem complicated and, often out of reach. Without a traditional workplace 401(k), many business owners and freelancers aren’t sure how to start putting...
How (and Why) to Invest Intentionally
Do you want to make an impact with your money and learn how to invest intentionally? More and more, millennials and members of Gen X and Y are expressing an interest in using their wealth in a way...
What’s the Difference Between Saving and Investing?
Do you know the difference between saving and investing? In the world of financial planning, the terms “investing” and “saving” are sometimes used interchangeably. The ideas are the same - you’re...
Mary Beth Storjohann, CFP® is an author, speaker, and financial coach who takes a fun, no-nonsense approach in working with individuals and couples across the country, helping them make smart choices with their money.
Follow me