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Investing
Investing can help you achieve your future goals. Researching investments and setting your goals can help you determine the right investment mix to help you plan for your future retirement. If you're an experienced or beginner investor, there are a few resources that can be helpful to you.


From Stuck to Strategic: Turning Debt, Saving, and Investing into a Clear Plan
If your budget feels tight, your savings feel scattered, and you are unsure where investing fits, that is often the ideal time to get support. You do not need to wait until things are “perfect” to start organizing and improving your financial life.

Annette Harris, AFC®
Feb 266 min read


Why Your Paycheck Suddenly Increased (Despite No Raise): 5 Hidden Factors
Why Did My Paycheck Go Up Without a Pay Increase? This happens towards the end of the year after you reach the annual Social Security limit.

Annette Harris, AFC®
Mar 15, 20254 min read


Gen Z & Money: Mastering the Crypto Craze
Uncover the truth about the crypto craze and master the art of investing in cryptocurrency. Learn to navigate risks and build a solid future

Annette Harris, AFC®
Dec 15, 20244 min read


Maximize Your Savings: How to Build a Profitable CD Ladder
CD laddering helps you maximize returns on CDs while maintaining liquidity. You divide your investment across multiple CDs with different CD

Annette Harris, AFC®
Sep 13, 20243 min read


Valuable Budgeting Apps, Investment Platforms, and Robo-Advisors
Feeling lost with your finances? YNAB's unique budgeting system can help. Learn how to take control of your money, ditch the paycheck-to-pay

Annette Harris, AFC®
Sep 10, 20244 min read


Morningstar Investor: Your Guide to Investing Basics
Are you prepared to seize control of your financial destiny? Morningstar Investor serves as an excellent resource to assist you in navigatin

Annette Harris, AFC®
Sep 8, 20243 min read


A Beginner's Guide to Savings Bonds
What are savings bonds? Savings bonds offer a safe, accessible way to grow your money while supporting the government. Find ways to save.

Annette Harris, AFC®
May 18, 20243 min read


6 Budgeting Strategies for Couples With Uneven Retirement Savings
Budgeting Strategies for Couples to Plan for Retirement. Host a “Dreams & Goals” Discussion. Find a Balanced Saving Approach and much more!

Annette Harris, AFC®
Apr 6, 20245 min read
⭐ Featured Posts


Movies That Teach Kids About Money
Teaching kids about money can be fun with the right movies! Check out our top picks for movies that educate young viewers about money!
5 min read


12 Ways to Stop Letting Money Control Your Life
How do you stop letting money control your life? From removing shopping apps from your devices to getting comfortable with your numbers...
7 min read


Budgeting for Beginners: A Step-by-Step Guide to Get Started
Managing your finances and achieving your financial goals can be made easier through budgeting, which involves planning how to spend your mo
4 min read
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