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Tag: Financial Planning

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Working with a Financial Advisor

July 13, 2020July 15, 2020by Maureen.Wright1 Comment on Working with a Financial Advisor
Working with a Financial Advisor

What does it mean to work with a financial advisor? This is a question I will get from time to time when introducing myself at networking events and parties. I take for granted, growing up with a financial advisor as a father, that not everyone understands what a financial advisor does and if it makes [...]

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Myths About Financial Planning

May 20, 2020May 20, 2020by Maureen.WrightLeave a Comment on Myths About Financial Planning
Myths About Financial Planning

In today’s post, I plan on addressing some common myths about financial planning. Over the years of going to networking events and introducing myself as a financial planner, I have received puzzling looks and have been asked some great questions about financial planning. What I have come to realize is that the concept of a [...]

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Financially Preparing for the Unknown

March 19, 2020by Maureen.WrightLeave a Comment on Financially Preparing for the Unknown
Financially Preparing for the Unknown

We are all doing it or having already done it. You know what I'm talking about, rushing to the grocery store to stock up on food and of course toilet paper. While, yes, it's important to make sure we can feed ourselves and our families during these unknown times it is also important that we [...]

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Goal Setting Strategies with your Partner

January 9, 2020February 14, 2020by Maureen.Wright2 Comments on Goal Setting Strategies with your Partner
Goal Setting Strategies with your Partner

If you are married, engaged, in a serious relationship, single or otherwise, I hope you have found some time (or already have it on the calendar) to sit down with your other half (or accountability partner) to map our your financial goals as a unit for 2020. If you find yourself struggling to have this [...]

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Puppy Training and Financial Planning

October 9, 2019January 6, 2020by Maureen.Wright2 Comments on Puppy Training and Financial Planning
Puppy Training and  Financial Planning

If you haven't already been introduced, meet Mac Wright. I joke with my husband that his middle name is Miller, as in Mac Miller, but I was told dogs don't have middle names. I digress. Anyway, we've had Mac for over a month and in some ways it has been the longest month of my [...]

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