Latest articles by Julia Pham, CFP®, AIF®, CDFA®
-
Planning a Summer Vacation? Four Ways to Make It Affordable
A well-thought-out budgeting strategy can help you get the most out of your money while also getting the most out of your vacation.
-
Three Financial Tips for Women’s History Month
Women still face unique economic and social challenges today, so here are some key things to consider that can lead to a more secure financial future.
-
Getting an Inheritance? Here Are 4 Things to Consider
Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.
-
Ready for a Financial Check-In? Now’s the Time to Get Back on Track
personal finance Here are five key things to check off your list to improve your financial health. Do it now to finish the year strong.
personal finance -
Money Matters to Consider When Bringing Home Baby No. 2
personal finance As my husband and I learned recently, expanding your family from one to two kids comes with a number of financial aspects to plan for.
personal finance -
5 Generational Money Taboos That Must Die
personal finance Sorry, Mom and Dad. Some of your long-held financial truisms really aren’t all that true, and they’re no longer helpful. So dump them, and follow these useful mantras instead.
personal finance -
5 Ways to Track Your Budget in the Years Before You Retire
retirement To be prepared for retirement, you need to have a firm idea of your spending needs. Here are some different methods to make sure you’re on track.
retirement -
6 Ways the Pandemic Has Been a Dress Rehearsal for Retirement – and How You Can Take Advantage
happy retirement What do lockdowns and retirement have in common? Quite a bit. And the parallels can be helpful in your retirement planning.
happy retirement -
Did You Get a Tax Refund? 5 Smart Ideas on What to Do with It
tax refunds If you’re “average,” you might get close to $3,000 from Uncle Sam this tax season. Don’t let it burn a hole in your pocket.
tax refunds -
Superwomen Can Only Be Super When We Get the Support We Need
retirement One secret to success that more women (even those with seemingly super powers) should embrace? Delegation! Here are some suggestions for working women on enlisting the help of others across the universe of their lives.
retirement -
7 Money-Saving Tips for the Modern-Day Bridesmaid from a Financial Adviser
Smart Buying You want to be there for your best friend or sister, but you shouldn't go into debt to do so. Instead, be smart about a few things, and learn how to say no, ever so graciously.
Smart Buying -
10 Tips & Tricks to Save on Weddings from a Financial Planner Bride
Smart Buying From shrewd negotiating tactics to creative reception tweaks, there are many ways to have the wedding of your dreams without breaking the bank.
Smart Buying
