Brianne is a CERTIFIED FINANCIAL PLANNER™ and financial advisor. She currently holds her Series 6, 7, and 63 licenses through LPL Financial, and Series 66 license through WCG Wealth Advisers and LPL Financial, as well as her life and health insurance licenses.
The Financial Planning process is based on a mutual respect between the client and planner. Each person’s needs and goals must be assessed, before an individualized financial plan is developed.
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Once all of the necessary data has been gathered, we will analyze and evaluate the current financial situation, depending on personal needs and goals.
Recommendations will be developed and presented to the client, so that they can easily be implemented. Performance and progress of the plan will be monitored on an ongoing basis, and the client will be provided with continuous support.
MULTIPLE STREAMS OF INCOME: PROS AND CONS As a financial planner, I am constantly explaining the benefits of diversifying investments to my clients. In finance, diversification is a way to reduce your exposure to risk by investing in a wide variety of different asset types. But what about diversifying your income streams as well? What
401(k) You may be familiar with a 401(k) at your work place. A 401(k) is a retirement plan put in place by a business, where automated contributions can be made through your paycheck. One benefit of participating in a 401(k) plan, is that many employers offer to match a portion of what you save, which
SOLO 401(k) https://youtu.be/fI8J_sgZYGc A solo-401(k) can be used by self-employed individuals or business owners with no full-time employees except for a spouse. One unique feature of a solo 401(k) is that it allows you to save as both employer and employee, allowing you to possibly save even more than you would be able to save
Financial Good Fortune Takes MORE THAN JUST LUCK With St. Patrick’s Day right around the corner, you are likely to hear about “the luck of the Irish”. This phrase was coined during the gold and silver rush of the 19th century, when many successful miners were of Irish American descent. Unfortunately, whether you are Irish
SEP IRA (SIMPLIFIED EMPLOYEE PENSION) https://youtu.be/LEMPVp9ajjQ Today we are talking about the SEP IRA, which stands for (Simplified Employee Pension). As a reminder, and IRA stands for an Individual Retirement Account. A SEP IRA can be used by self-employed individuals and small business owners who would like to contribute more than the Traditional and Roth
ROTH IRA (INDIVIDUAL RETIREMENT ACCOUNT) https://youtu.be/RuCYI0TOT7A Today we are going to talk about Roth IRAs. If you remember from last week, an IRA stands for Individual Retirement Account, and you can open an IRA at a bank or financial institution. When you make contributions to a Roth IRA, you are contributing with after tax money,
TRADITIONAL IRA The Traditional IRA. An IRA stands for an Individual Retirement account. You can open an IRA at a bank or financial institution. When you contribute to a Traditional IRA, you have the potential to lower your taxable income, in turn reducing your tax bill. So, if you owe taxes at tax time, and
Saving Automatically You may or may not know that February 24-29th is America Saves Week. America Saves Week began in 2007, and it’s an annual call to action to encourage Americans to commit to saving successfully. Each day of the week has a different theme, such as: saving automatically, saving with a plan, saving to
Websites to Help you Save Money on Travel I’m excited to share this list of websites with you! These are some of the best ones I’ve found to help you compare prices on airfare, lodging, car rentals, and other travel needs! This way, you can spend a little extra on activities during your trip, or
How to Make Money WHILE you Travel Have you ever dreamed of living on the road, in the air, on water, or all-of the above? Many of us have dreamed of becoming jet setters but wonder how to make a living without staying put! Well, here are some ways to travel the world WHILE making
How to Save Money for Travel According to NationalDebtRelief.com, the average American consumer racks up over $1,000 in additional debt after a typical summer vacation. I don’t want that to happen to you, so here are 6 ways to save for vacation! 1. Create a Travel Account: This is a separate bank account designated
SAVING UP FOR COLLEGE: What You Need to Know about a 529 Plan It’s no secret that college is expensive. With student loan debt exceeding $1.5 trillion and the university price tag rising 8 times as fast as wages, there’s a lot to worry about in giving your kids (or yourself!) the best possible future.
TRIANGLE POSE Ever since I was a young girl, three has always been my favorite number. Its symbolism appears quite frequently in religion, fairy tales, mythology, and literature. Even yoga contains the trinity of mind, body, and spirit. Trikonasana is one of the fundamental poses in yoga, and it is meant to bring the mind,
CHAIR POSE-UTKATASANA In English, we call Utkatasana, chair pose, because it looks as if we are sitting back in an imaginary chair. And while we tend to think of sitting down in a chair as taking a load off, sitting back in an imaginary chair is harder than it appears. In Sanskrit, Utkatasana doesn’t actually
WARRIOR Warrior Pose (Virabhadrasana) If you’ve ever attended a yoga class before, then it’s very likely you’ve stood in Warrior Pose. It’s one of the most common postures practiced in traditional yoga, today. Translated from Sanskrit, Virabhadrasana literally means “Hero Friend” pose. Virabhadra was a fierce warrior who saved the day in an ancient mythological
DOWNWARD FACING DOG Buy Low, Sell High! One of the most time-honored pieces of financial market advice is to “buy low and sell high.” This means that we want to buy into investments at low prices, and then sell them at higher prices so that we can realize a profit. Makes simple sense, right? Yet,
NO MUD, NO LOTUS Money Messages from the Mat (Part One) Welcome to the first digest of the “Money Messages from the Mat” series. Over the next several weeks, I’ll be taking one yoga pose at a time, and showing you how to apply the lessons we learn from these postures, out into the real
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