fbpx

Divest From Guns

As we try to process the latest mass shooting in our country, with 17 high school students gunned down while attending school, many of us are asking what we can do to take action. I have found myself frustrated with the options available to me. I do the things that I do every time; posting

LEARN MORE

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

LEARN MORE

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

LEARN MORE

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

LEARN MORE

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

LEARN MORE

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

LEARN MORE