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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Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time Every year, nearly 150 million households file their federal tax returns.¹ For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software to take advantage ...
business and financial planning turning tides financial

What is the Value of Your Business?

What is the Value of Your Business? According to Silver Grove Financial Group, Inc., in the first quarter of 2015, nearly 2,000 small businesses were sold. The median sale price was $200,000, up from $175,000 the year before. As a business owner, it's important to be able to ascertain the ...
social security turning tides financial

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 ...
julianne lepo turning tides financial

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 ...
business planning

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 ...