How Do You Embrace the New Year?
Are you excited for the 2025? To have a clean slate, a fresh start? Are you feeling accomplished or regretful? Are you entering the new
December 31, 2024
Category: Peggy’s Pearls
Gifting a Family Trip for Christmas
Next holiday season, instead of packing up clothes your kids have outgrown and tossing toys that have already broken, you could be reminiscing about giving
December 10, 2024
Wedding Gift Etiquette
It’s June and the wedding invitations are arriving, and the question becomes how much do you spend on a wedding gift? The answer is: It depends…
June 10, 2024
What is Your Guiding Word for 2024?
Take a moment of reflection. What did last year look like? What would you like to see be different — How would you like to grow?
Visualize what you want the coming year to look like. You may even want to create a dream board. What is the pattern of words that are emerging?
January 9, 2024
What I Learned From My Mom About Money
Our childhood memories around money form many of our attitudes about money today. Some may be positive experiences like vacations. Or “staycations” when money
May 11, 2023
What I Learned from my Mom about Money
Our childhood memories around money form many of our attitudes about money today. Some may be positive experiences like vacations. Or “staycations” when money
May 7, 2021
TOP 4 FINANCIAL TIPS FOR GRADUATES
WHAT A FINANCIAL ADVISOR WISHES SHE COULD TELL EVERY YOUNG PERSON STARTING OUT IN LIFE Probably the best thing my dad did while I was
June 11, 2020
Freezing Your Credit is Now Free
It’s Free! It is now free to freeze your credit with all 3 credit bureaus- Equifax, Experian and TransUnion. AARP did a survey in
October 31, 2018
Is the stock market sliding?
Is the stock market sliding? Have you been watching the stock market slide since hitting a record high in early October? The chart shows
October 18, 2018
Do’s & Don’ts of College Planning: Roth IRA for College
Roth IRA’s are another option that can be part of your game plan for college funding.
May 19, 2016