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Tag: financial advisor

Reflections, Uncategorized

My 2020 Highlights

December 28, 2020by Maureen.WrightLeave a Comment on My 2020 Highlights
My 2020 Highlights

I was hesitant at first to write a 2020 highlight recap for the obvious reasons. 2020 was a challenging year and for some it was a year filled with anything but highlights. While I debated sharing my highlights, I chose to keep with this tradition because I am a firm believer on focusing on the [...]

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Cash Management Hack: The Emergency Fund Pyramid

December 10, 2020by Maureen.Wright2 Comments on Cash Management Hack: The Emergency Fund Pyramid
Cash Management Hack: The Emergency Fund Pyramid

I find myself having the same conversation over and over on cash flow management and the most strategic way to set-up you checking and savings to maximize the outcomes. That being said, I am excited to present to you all my “pyramid” approach to cash management. I’ve been using this method for the past few [...]

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On To the Next One…

December 7, 2020by Maureen.WrightLeave a Comment on On To the Next One…
On To the Next One…

I love a good financial goal. I love the process of creating the goal using the SMART method and using strategies like sinking funds to accomplish said goal. While those exercises are fun, my absolute my favorite part of any financial goal is accomplishing the goal. Last month, my husband and I accomplished a big [...]

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True Life: I Did a Roth Conversion

November 23, 2020November 23, 2020by Maureen.Wright11 Comments on True Life: I Did a Roth Conversion
True Life: I Did a Roth Conversion

I love Roth. That is Roth IRA’s. You may have already figured it out due to the amount of posts I’ve written on the topic. If you didn’t know that or aren’t familiar with the concept of a Roth IRA, I suggest checking out one of the following posts I’ve already written on the topic: [...]

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True Life: I Am My Own Worst Client

September 15, 2020by Maureen.Wright1 Comment on True Life: I Am My Own Worst Client
True Life: I Am My Own Worst Client

Coming to you live with a second installment of a “True Life” story featuring yours truly. Last time I shared a True Life story, I was writing about my decision to sell my wedding dress after our wedding and all the reasons why I felt it was justified. For those of you who were sitting [...]

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