SRI: Policy and Legislation

The President and CEO of Calvert Research and Management, John Streur, testified last week to the Senate Committee on Banking, Housing, and Urban Affairs. Read on to hear why Mr. Streur was on Capitol Hill, and how different components of Socially Responsible Investing are being advocated for at the national level. – Katelyn Washington – Yesterday, I

Follow-Up: Climate Change, The Global Crisis

Last week I wrote a blog post on the issues that we are facing as a planet as it relates to climate change. That post has generated a lot of interesting discussion and we have received a great deal of feedback. We wanted to share those conversations with you. One topic centered around the comments

Climate Change, The Global Crisis

Sue, Gayle and I are currently in Colorado for the Socially Responsible Investing Conference, and there have been a number of interesting speakers. They have presented on a variety of topics related to our industry, and it has been really nice to be surrounded by people that think as we do about investing. However, a

What If I Can’t Work? #FinancialFitness2018

As my #FinancialFitness2018 journey continues, I have been giving consideration to one of the most important aspects of my financial life; my income

My Mid-Term Bucket #FinancialFitness2018 #TheBucketStrategy

Over the last two weeks we talked about implementing the Bucket Strategy, and I discussed divesting from Bank of America in my first bucket; my checking and savings accounts. The next bucket is my mid-term bucket, and that is what I’m going to be focusing on today. As a reminder, my mid-term bucket is savings

How I’m Divesting from Bank of America #FinancialFitness2018

Finishing up last week’s mission to divest from Bank of America, I wanted to give a brief overview of how I plan to do it. The first step was opening the accounts at the credit union. Now that the new account is open, I can start moving money over. However, I don’t want to close

3 Reasons Why I’m Switching to a Credit Union  #FinancialFitness2018 

If you’re following along, you know this week I am moving my accounts from Bank of America to a local Credit Union. I am doing this for a number of reasons, as part of my #FinancialFitness2018 New Year’s Resolution. Here is my listicle! 3 Reasons Why I’m Switching to a Credit Union 1) Buying Local: By putting

The Retirement Bucket #FinancialFitness2018 #RetirementPlanning #KatelynIsGoingtoRetireSomeday #TheBucketStrategy

#FinancialFitness2018 continues this week with one of the most important subjects yet. We’ve been going through each bucket in the Bucket Strategy, and we’ve now arrived at the last one; the retirement bucket.

I am divesting! #FinancialFitness2018

I am divesting! Over the last two weeks, I have been working on divesting from Bank of America as part of my #FinancialFitness2018 journey. After going over the Bucket Strategy for saving, I took a hard look at my checking and savings accounts. As a Socially Responsible Financial Advisor, I work hard to make sure

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 don’t align with

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

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

The Bucket Strategy #FinancialFitness2018

Picking up where we left off last week for #FinancialFitness2018, let’s talk more about the Bucket Strategy. You’ve created your budget and stuck to it, and now you have income left over at the end of the month. What do you do with it? This answer is different for everyone, depending on your age and financial

Implementing the Bucket Strategy #FinancialFitness2018

We are focusing on how to save money in #FinancialFitness2018. See our last post for how the Bucket Strategy works, and read on to see how it is implemented! We discussed breaking our savings up into different buckets, based on how soon you’ll need the money. The next step is figuring out how to take

Budget Recap #FinancialFitness2018

I have had quite a busy year so far in January. So far I have kept my New Year’s Resolution to create and update a Financial Planning blog! It has proven very helpful. In the first two weeks of the year, I tackled creating a budget. It is something that I have been putting off

New Years Resolution #FinancialFitness2018

It’s that time of year again! With 2018 quickly approaching, we’re all setting our New Year’s Resolutions with the best of intentions. We hope that with the advent of a new year and its fresh start, we’ll be transformed into healthy, fit people that never hit snooze on our alarm clock and always remember to