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Jamie Lima

Do These 3 Things If You’re Worried About A Recession

Are you concerned now about how the bad news that’s out there will have an impact on the goals that you’ve set for yourself and your loved ones? One of the hardest parts of a recession is looking at the market and dealing with the market panics, the volatility that

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Raising Financially Literate Kids – Easy Actionable Advice

Raising financially literate kids take work. Money skills are critical to your child’s future. While money can’t buy happiness, it does confer material stability – everyone needs a house, healthcare, and a retirement plan, for example. Also, knowing you have enough for a rainy day can bring you peace of

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Worried woman about worst case scenario

Are you financially prepared for a worst case scenario?

No one likes to think about a worst case scenario and planning for the unexpected. It’s a scary place to go. And there is a little bit of fear that if you even think about what might happen, it just might happen. Unfortunately for some of us the worst case

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3 Ways To Maximize Your Tax Breaks In 2022

You may not know there are a number of ways to maximize your tax breaks. What we wanted to do is give you three to understand right now, especially as one may no longer be an option soon.   Three ways you can help yourself maximize tax breaks in 2022.

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How To Set Financial Goals for the New Year

How to set financial goals for the New Year

Did you set financial goals for the New Year?  How have you gone tracking those goals? We might be well into the New Year, but it’s not too late to learn how you can make your Resolutions really stick. Here are a few things we walk our clients through that

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How to Set Your Financial Goals For 2022?

What are your financial goals for 2022? Are you like most of us and come up with some New Years resolutions that you never follow through on?  Or perhaps you’ve given up on those completely and now don’t set any goals. The idea of setting goals isn’t new and you

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Are you in the best financial situation to start 2022?

As COVID-19 continues to shift and change life and the world around us, what is your financial situation for 2022? If you have been one of the lucky ones that continued to have your job you will likely have felt stress. This hasn’t been an easy time for any of

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Professional woman overcome pay gap

3 Tips to Help Women Overcome Pay Gaps

“No matter how much women prefer to learn, to be protected and supported, nor how much men prefer to have them do so, they must make the voyage of life alone, and for safety in an emergency they must know something of the laws of navigation.” —Elizabeth Cady Stanton,1892 These

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