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How to Plan for Competing Goals as a Young Professional

How to Plan for Competing Goals as a Young Professional

by Cady North | Jul 20, 2016 | Financial Planning, Retirement, Saving

I was featured in the Washington Post this week (link at the end) in an article about millennial finances. The article digs in to why young professionals are anything but traditional. It also gives some great examples about how young people are using smart financial...
Investing Glossary

Investing Glossary

by Cady North | Jun 28, 2016 | Financial Planning, Investing, Retirement, Saving

Ever wondered how bonds work or what “styles” of stock investments are available to investors?  Proper diversification is key to your investing strategy. Here’s a list of key terms related to investing and diversification that may come in handy. If...
Financial Problem Areas to Avoid — Part 2: Not Making Your Money Work For You

Financial Problem Areas to Avoid — Part 2: Not Making Your Money Work For You

by Cady North | Apr 27, 2016 | Financial Planning, Investing, Retirement, Saving

Last we week talked about savings. We discussed how many people aren’t prioritizing savings as much as they should, largely because life events come up. You can fix this by making a plan for what you want to do with your savings. Everyone has several goals in mind,...
How to Tell If Your Advisor is a Fiduciary

How to Tell If Your Advisor is a Fiduciary

by Cady North | Apr 12, 2016 | Financial Planning, Retirement

You may have read news reports about a major rule finalized by the Department of Labor (now on hold pending legal challenges) that requires financial advisors to uphold a fiduciary standard to their clients when discussing retirement, i.e. 401(k) and IRA accounts....
21 Questions You Should Ask Your Financial Advisor

21 Questions You Should Ask Your Financial Advisor

by Cady North | Feb 17, 2016 | Financial Planning, Investing, Retirement, Saving

I recently gave a free presentation at the public library for women wanting to learn more about investing.  It was a great feeling to see several dozen women wanting to do the hard work of learning more about finances.   Though I think I made progress teaching these...
Focus on What You CAN Control About Your Finances

Focus on What You CAN Control About Your Finances

by Cady North | Jan 6, 2016 | Investing, Retirement, Saving

How high will interest rates go this year? How will it impact my portfolio? What’s happening with China’s market volatility? Is another bear market around the corner?  These are all the questions the media wants you to keep pondering so you’ll click more...
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Hi, I’m Cady!  I help women dream big, find financial freedom, and navigate life changes 

You can reach me here.

Recent Posts

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