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Tag: Millennial Financial Advisor

Career, Finance, Uncategorized

Revisiting SMART Goals

January 12, 2021by Maureen.WrightLeave a Comment on Revisiting SMART Goals
Revisiting SMART Goals

One of my first ever posts on this blog was on goal setting. A topic you all know is near and dear to my heart. I’ll link the original post here but it was time for a refresh which brings us to this new (and hopefully improved) post on SMART Goals. The past few weeks [...]

Finance, Uncategorized

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 [...]

Finance, Uncategorized

Working with a Financial Advisor

July 13, 2020July 15, 2020by Maureen.WrightLeave a 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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  • Revisiting SMART Goals
  • My 2020 Highlights
  • Cash Management Hack: The Emergency Fund Pyramid
  • On To the Next One…
  • True Life: I Did a Roth Conversion

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