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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

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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

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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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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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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

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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

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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

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Savings Resolutions

With 2018 quickly approaching, this a fantastic time to get your financial house in order. There are a number of things you could do, but a great place to start is at the beginning. The basis for a financial plan is a budget. By creating a budget, you can implement a plan to generate a

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Companies Doing Good: TJ MAXX, HOMEGOODS, MARSHALLS

Have you seen TJ Maxx, HomeGoods and Marshalls in the news today? These companies, which fall under TJX Companies (TJX), are continuing to pay their employees in Puerto Rico, even if the stores are closed or if the employees cannot work! It has been seven weeks since Hurricane Maria wreaked devastation on Puerto Rico, with reports that

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Mental Health Benefits of Going Green

If you think being environmentally conscientious makes you feel good—turns out that mental health professionals agree with you. In Katie O’reilly’s article for Sierra Club, “Mental Health Benefits of Going Green,” she asks some psychology experts to explain why and here are some insights: You get a greater sense of meaning and purpose when you

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