Why Katelyn is Divesting from Bank of America

Today I am going to outline why I am divesting my money from Bank of America, as part of my #FinancialFitness2018 journey.   As a Socially Responsible Financial Advisor, I help my clients to evaluate their current investment portfolios. Part of this is showing them what companies they’re currently investing in, and if those companies […]

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Let’s Talk Buckets. #FinancialFitness2018

Now that we’ve created a budget, and are planning to stick to it, we should know how much we’ll have saved at the end of every month. The question we’re answering this week is, what do we do with that money? Should you just leave it in your checking account for a rainy day? That’s […]

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It’s Not as Bad as It Seems

The first week of February brought stock market volatility as the Dow Jones Industrial Average fell 1,175.23 points, or 4.6% on Monday, February 5th. This decline represents the largest point drop of a single day in history, occurring in the face of an increasingly strong economy. However, ranked by percentage, it’s only the 99th largest […]

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Divest From Big Banks! #FinancialFitness2018

Getting your financial goals accomplished is definitely harder than it sounds. My New Year’s Resolution to get my financial house in order was derailed a bit last week when my daughters and I all got sick! Even with the best of intentions, and a blog to write, it can be hard to stick to getting […]

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