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Retirement Quick Tips with Ashley

Dec 31, 2018

Happy New Years Eve! As we embark on a brand new year, I want to share with you some tips on getting your financial life organized. Only the most type A among us have everything all in order, so I’m sharing with you some tips, and quick and easy ways to get your financial life organized.

If you died today, how...


Dec 30, 2018

It’s Sunday, which means...It’s recap time!

This week I’ve discussed some of my favorite wise words, quotes, and jokes about money, retirement, and investing.  

If you didn’t catch all of the episodes this week, here’s what we covered:

  • Merry Christmas wishes from the sweetest 4 year old I know, little...


Dec 29, 2018

Often times, when I am talking to employees in the 401k plans I consult for, I hear things like: “I don’t have enough time to catch up.” “I’ll never be able to retire”. Many people who are behind on their goals are tempted to throw in the towel. Nonsense!

If you aren’t where you want to be at this point in...


Dec 28, 2018

This week’s theme is wise words, quotes, and jokes about investing and retirement. You probably have kids or grandkids who like to text or email you in abbreviations:

LMK - let me know

ROFL - rolling on the floor laughing

ILY - I love you

The one I use all the time is IDK - I don’t know. I put this little...


Dec 27, 2018

Frank Sinatra once told his friend, Tom Dreesen: “If you possess something but you can’t give it away, then you don’t possess it. It possesses you”

Tom Dreesen is a comedian who opened for Frank Sinatra for many years. After Frank Sinatra’s death, he relayed the following story:

“We were coming out of...