Gretchen CaldwellDo you know how your financial advisor is paid?Last year I had the opportunity to speak to a group of female entrepreneurs and their potential investors. I was discussing common…Apr 2, 2018Apr 2, 2018
Gretchen CaldwellWhat if I don’t use my child’s 529 funds?While a good majority of us are worried about saving enough to pay for college sometimes plans change and you don’t need all of the money…Mar 19, 2018Mar 19, 2018
Gretchen Caldwell3 Apps to help you master your spendingDo I have to create a budget?Mar 12, 2018Mar 12, 2018
Gretchen CaldwellI don’t know any of my passwords and neither should youYou read that right. I don’t know a single one of my passwords anymore. Like most of you I used to use a handful (read 1) of passwords for…Oct 31, 2017Oct 31, 2017
Gretchen CaldwellWhy you should use your 401(k) even if your company doesn’t matchHow often do you floss? Every day? Once a week? Never? It’s something we all know we are supposed to do. None of us want to lose our teeth…Oct 24, 2017Oct 24, 2017
Gretchen CaldwellDo I really need a financial planner? The top 5 benefits of a financial planner.There are so many articles that claim to be about the “benefits of a financial planner”, but sadly they only list out technical features —…Oct 17, 2017Oct 17, 2017
Gretchen CaldwellMutual Funds vs ETFs — What’s the Difference?You probably know that you should diversify your investments. You don’t want all of your money in one stock — just ask anyone who owned a…Oct 3, 2017Oct 3, 2017
Gretchen CaldwellPlan your Charitable Giving with these 5 Easy StepsIn today’s climate donating to causes we believe in doesn’t seem optional — it seems crucial! Many of us are watching organizations we care…Sep 26, 2017Sep 26, 2017
Gretchen CaldwellBeware the Upsell! Pros and Cons of Robo AdvisorsHave you ever downloaded a 99 cent app on your phone only to be bombarded by ads about buying the premium version which contains all of the…Sep 19, 2017Sep 19, 2017
Gretchen CaldwellAre you stuck trying to pick a 529 plan? Pick a plan today by considering these 5 factors.“I’ve saved way too much money for my kid’s college education!” — said no one ever.Sep 12, 2017Sep 12, 2017
