by Jenifer Sapel | Oct 12, 2022 | Uncategorized
A few examples of how money and relationships can be complicated…. Two working spouses deciding who will take the primary care role for children, or steps away from work, while the other leans more heavily into career Parents answering children’s request for...
by Jenifer Sapel | Aug 31, 2022 | Uncategorized
Magnify Money did a survey of 1000 Americans, equally proportioned among baby boomers, millennials, and gen X, and found that 60% of them felt anxiety when considering whether or not to invest in stocks. Allow me to offer an analogy in an attempt to make stock...
by Jenifer Sapel | Aug 24, 2022 | Uncategorized
Have you ever purchased something that makes you wonder how you survived without it before? Every time I discuss this new stock portfolio we are now offering; I wonder why it took so long to develop it. I keep thinking…. We know that biodiversity makes for stronger...
by Jenifer Sapel | Aug 17, 2022 | Uncategorized
As we close out Women’s History Month, allow me to share a few historic women who have made significant financial contributions to the world. Katherine Dexter McCormick Born in 1875 into a prominent family she essentially single-handedly funded the contraceptive...
by Jenifer Sapel | Aug 9, 2022 | Uncategorized
Each week we talk to people who think they are financially “behind.” People who wished they would’ve bought a house or rental property 3-5 years ago when they were considering it. People who have money sitting in bank accounts that were about to invest last January...
by Jenifer Sapel | Dec 21, 2020 | Uncategorized
1. Retirement is an age or a year. First, I’m not a huge fan of the word retirement but that’s a rant for another time. Almost no one retires the year or age they plan to whether job change, health change or global pandemic. Also, what other major life event do we...
