Blog

Let's talk money.

#
BY JOY WEEMS, Sep 2, 2020
If you’ve met with InvestEd, there’s a 50 percent chance that you became a client and are on a successful track to financial well-being. For the rest that are not, we won’t fault you for it, *smile* it could be you just weren’t ready or we just need to be better at connecting the dots for you. As we…
#
BY GENTI CICI, Aug 5, 2020
Our current ‘recession via a pandemic’ situation calls for an evaluation of all of our budget items; if we have a budget, or the creation of a budget if we don’t have such. This global pandemic has more than ever shown the importance of having an understanding of where your money is coming from as…
#
BY GENTI CICI, Jul 2, 2020
I hear you thinking after reading the title: ‘But I’m already thinking more & more about money, especially now after the Pandemic, what else can I do more’. Great point, then please read below…Focusing on the trees and missing the forestAs a financial planner and investment advisor, I get to…
#
BY GENTI CICI, Jun 4, 2020
I’m a financial advisor, so you’d expect me to say ‘Always’ is a good time to meet and talk to a financial advisor. But actually, NO. Before you’d want to meet with an advisor to discuss your financial matters, something else has to happen, and that thing depends on you. What is that thing, you…
#
BY ALLISON, Jun 2, 2020
Impactful Ways to Spend Your Tax Refund Receiving your tax refund can feel like a gift of cash, but in reality, it’s really just your own money being returned to you. If we consider our tax refund as a gift from the government, we may be inclined to spend the money as we would if we received it as a…