Apr 28, 2025
Xennial speaking here. Yes, the generation that slots in between Gen X and Millennials. As a Certified Financial planner for a decade and a half, I’ve learned a lot both from personal experience and also working with clients about some of the major pitfalls of...
Apr 25, 2025
New Age 60-63 Retirement Contribution Catch-Up Rule (SECURE 2.0 Act)Written by: Laurie Allen, CFP for LA Wealth ManagementWe’re always looking for ways to help our clients save more money for retirement and the government just gave us one heck of a leg up! The...
Apr 3, 2025
Experiencing a market downturn can evoke a range of emotions—fear, anxiety, and uncertainty are common reactions as you watch your portfolio fluctuate. It’s natural to feel uneasy when the markets dip, but it’s important to recognize that these feelings are part of...
Mar 6, 2025
Written by: Laurie Allen for LA Wealth ManagementI recently sold our first home and bought a new home and it had been over a decade since we’d purchased a new home, so I had forgotten about a few of the costs associated with the purchase. As a financial advisor,...
Mar 6, 2025
The loss of a spouse is an emotionally challenging time, and amid the grief, it’s important to address financial matters that can have lasting implications for your future. While there is no easy way to prepare for the emotional toll of losing a loved one, taking...
