Pep Talk

Turning Tides Financial, financial advisor, CDFA, divorce, financial management

As Advisors with over 35 years collective experience, our perspectives will offer another avenue of valuable and sometimes light-hearted insights. We hope you enjoy reading our “Pep Talks” below, as much as we enjoyed writing them for you.


 

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9 Facts About Social Security

9 Facts About Social Security Ever since the establishment of Social Security in 1935, it has been a fact of retirement life. Most of us think that we know how it works, but how much do you really know? Here are nine things that might surprise you: The Social Security trust fund ...
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Divorce Doesn’t Have To Be The End Of Your Financial Future!

Don’t gamble with your future! The financial ramifications of divorce can be devastating, but proper planning with a Certified Divorce Financial Analyst (CDFA) can help transition you through this difficult time. My goal and your objective is to arrive at a financial settlement that meets your, immediate and long term ...
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Women Are Decision Makers

When the Going Gets Tough, Women Get Going Historically, women have had less to do with financial decisions than men and their investment volume has also been lower. However, that is changing! Women are key decision-makers and caregivers in their households. We’ve seen steady progress in women becoming more aware, ...
wine in shoe

Our Favorite Things

Chocolate, shoes, purses and wine! Sound about right?! What if we turned these “things” into feelings and expectations for your financial future, say retirement? Maybe it would sound more like, satisfying, comfortable, stylish and happy!  If you can choose to work towards your favorite expectations for your financial future, how ...