A Re-Balancing Act

Here is your October monthly reminder: Time to look at that 410(k) of yours! Time to open those paper statements you’ve put aside for the last few months and get back on track.  Unless you’re one of the few attentive ones out there, log onto your account and take a good glimpse of your 401(k)/403(b)/457 plan.  It is important to … Read More

September Book Club Part 5 

September Must Read Part 5:Lean In by Sheryl Sandberg hen I started my career 6 years ago, I reached out to a fellow woman LPL financial advisor in Connecticut, who specialized in divorce planning.  It was an area that I wanted to explore and possible focus my work on.  She finally returned my calls and emails about 2 weeks later saying … Read More

September Book Club Part 4

September Must Reads Part 4: On My Own Two Feet, a Modern Girl’s Guide to PersonalFinance by Manisha Thakor & Sharon Kedar On My Own Two Feet is a new and updated edition to the original On My Own Two Feet published in 2008.  After Manisha and Sharon wrote their first book, the US had the Financial Crisis of 2008 and a lot of factors changed … Read More

September Book Club Part 3

September Must Read Part 3: The Lighthouse Method: How Busy Overloaded Moms Can Get Unstuck and Figure Out What to Do with Their Livesby Stacy Kim For women who are in transition with careers or becoming a mom for the first time, theLighthouse Method: How Busy Overloaded Moms Can Get Unstuck and Figure Out What to Do with Their Lives by Stacy Kim … Read More

In Honor Of My Grandmother’s Life

Some of you may have seen on my Facebook page, Jessica Weaver Wealth Advisor, that my 98 year old grandmother passed away.  The Facebook message was about her life beliefs, and for someone who has only lived a third of the life she has, I thought it was worth sharing.  This post is in honor of the wonderful woman my … Read More

September Book Club Part 2 

September Must Reads Part 2: Divorce Think Financially Not Emotionally y Jeffrey Landers, CDFA™ f you are going through a divorce or are recently divorced, Jeffrey Landers has written a very practical and easy to follow financial book for you.  Divorce Think Financially, Not Emotionally, is a good place to start when you are contemplating divorce and its repercussions for you and your … Read More