Latest articles by Julia Pham, CFP®, AIF®, CDFA®
-
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.
-
Is Now a Good Time to Buy a House?
As interest rates rise and the housing market cools, you may be asking yourself whether you’re ready. Here are four key questions to help you decide.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
