SECURE Act 2.0: An Overview SECURE Act 2.0: An Overview Julie Sayers2024-01-09T11:47:54-05:00January 31st, 2023|Financial Planning, Retirement, Retirement Planning|
A 2023 Monthly Financial To-Do List A 2023 Monthly Financial To-Do List Julie Sayers2024-01-09T11:51:30-05:00January 4th, 2023|Financial Planning|
#GivingTuesday: A Global Day for Giving Back #GivingTuesday: A Global Day for Giving Back Julie Sayers2024-01-09T11:52:30-05:00November 29th, 2022|Financial Planning, Tax Strategies|
Five Things That Can Get Better With Age Five Things That Can Get Better With Age Julie Sayers2024-01-09T11:48:54-05:00September 28th, 2022|Financial Planning, Retirement, Retirement Planning, Lifestyle|
Creating an Income Plan While in Retirement Creating an Income Plan While in Retirement Julie Sayers2024-01-09T11:46:11-05:00April 26th, 2022|Financial Planning, Retirement, Retirement Planning|
Deciding Between Wants and Needs Deciding Between Wants and Needs Julie Sayers2024-01-09T11:54:55-05:00April 12th, 2022|Financial Planning|
How To Measure Your Portfolio in Uncertain Times How To Measure Your Portfolio in Uncertain Times Julie Sayers2024-01-08T18:51:59-05:00March 15th, 2022|Financial Planning, Investments|
Plan Your Finances as You Would Your Exercise Plan Your Finances as You Would Your Exercise Julie Sayers2024-01-08T18:56:34-05:00January 12th, 2022|Financial Planning|
Your 2022 New Year’s (Financial) Resolutions Your 2022 New Year’s (Financial) Resolutions Julie Sayers2024-01-09T11:54:52-05:00January 6th, 2022|Financial Planning|
Three Topics to Cover During Your Annual Review Three Topics to Cover During Your Annual Review Julie Sayers2024-01-09T11:59:40-05:00December 28th, 2021|Financial Planning|
