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How to Reset Your Finances in a Pandemic

How to Reset Your Finances in a Pandemic

When you look back on 2020and the pandemic, what would you like to reset? Perhaps it’s more time with your loved ones, better work-life balance, adopting healthier eating habits, getting more sleep,...

What Makes Your Financial Goals SMART?

What Makes Your Financial Goals SMART?

It’s easy to get ahead of yourself. When spotting an issue, you might jump into problem-solving mode without even thinking. Say someone is renovating an old house and decides their first step is to...

What is A 401(k) Rollover And How Can It Impact You?

10 Things to Know About Your 401(k)

If you’re a member of the modern workforce, you likely have access to a 401(k). A 401(k) is a retirement savings vehicle sponsored by your employer. Through your 401(k), you’re able to contribute...

What’s a SEP IRA and How Does it Work?

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...

When Should I Exercise My Stock Options?

When Should I Exercise My Stock Options?

Stock options are a popular way for organizations to compensate their employees. They’re a convenient and cost-effective way to provide added value for the work that you do. Stock options also...

How to Set Better Money Boundaries

How to Set Better Money Boundaries

Setting boundaries is a key part of living a happy, healthy life. Boundaries can help you to build stronger and more fulfilling relationships, find rest when you need it, protect yourself...

What Should Your Net Worth be at 40?

What Should Your Net Worth be at 40?

Do you ever wonder if you’re on track when it comes to your money? A few weeks ago I published a post about what your net worth should be at 30. The truth is, life at 40 is so much different than...

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.

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