Wealth In Hand

Just renewed my CFP! Over the course of two years we are required to do 30 hours of continuing education (this involves staying up to speed with what is changing in the finance world) and do an ethics course. When folks are getting any form of financial planning advice, a CFP should be a requirement.... #cfp#planning#financialfuture#saving#letsdothis#goals#financegoals#herewego#financenerd See more

Hi Gurus!! If you haven’t checked out This Guy’s Legit Podcast, please do! Rachel Dorsey spent some time with me learning about my very nerdy finance past and how I think about money. You can also listen anywhere you get your podcasts!... I’ll soon be busting out some end of year finance wisdom and even giving away a free 1:1 session so please keep listening. If you know someone who might need some financial advice that doesn’t make them feel overwhelmed have them follow me! You already know how much free info you get by tuning into Wealth In Hand! #podcasts#free#finance#financialfreedom#education#yearend#money#stressfree#youcandoit See more

With a lot of focus on climate change it has clients asking me about ways they can invest in things they believe in. Areas they don’t feel bad supporting. That, my friends, is what we call Impact Investing. If you’re a millennial that’s interested, you’re not alone. Studies show that over 77% of the investing millennial population is invested at least partially in impact investments. How can you participate!? There are a few companies that specialize in these ty...pes of funds! DM me for more details! #impactinvesting#investments#saving#money#ourfuture#climatechange#doinggood#makeadifference#globalchange#impact See more

Whether you're engaged to be married, are planning it before a proposal or were married several years ago, it's always great to reflect on your wedding day. While this blog is helpful for those who fall into the first two categories I mentioned, that doesn't mean you can't have a laugh if you've already gotten married. It's so important to keep your wedding in perspective especially because when it balloons out of control what is really happening is your spending too mu...ch. That's it... so let's try to keep our wedding to a point that we can still afford to buy our home one day :) Link to the blog: https://www.wealthinhand.com//planning-a-wedding-you-can-a #weddings#planning#thebigday#party#saving#millenials#money#moneyblogger#education#financetips#finance See more

I've been working with a lot of folks who want to buy a home soon, which is GREAT! One thing that comes up is the question around what type of loan to get. An ARM is one of those types of loans that might be right for you, although it's tough to imagine a lower interest rate environment in the future... Remember you are banking on interest rates being the same or lower when your lock up period expires. Other options are to refinance or sell the home at or before the ...lock up period. #Homebuyer#lifegoals See more