Anna is responsible for managing external firm communications and supporting growth initiatives.
Johns Hopkins University, B.A., Economics
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Beginning in early spring, our families made the mutual decision to practice social distancing until there was a cure or a safe vaccine for COVID-19. It is a personal choice we arrived at together, but it has been difficult for the children to understand why they can no longer see their beloved grandparents in our home on a regular basis. It was time to depend on technology and a little bit of creativity, and it’s worked out pretty well for us. I thought I’d share some of my ideas and hope they inspire you.
I’ve been baffled as I discuss amongst friends and family how little many of them know about the finances of their family. Some of them only know how to access their joint checking/savings account and the amount and provider of their spouse’s life insurance.
A common misconception many people have is that financial planning is just about investing or planning for retirement. I admit, just a few years ago, I was one of those people.