Broker Check


Welcome to Money Smarts:a bite-sized financial tip blog series, for busy professionals. We offer basic on basic financial topics. In this series, you can expect to learn some of the answers to financial questions I get asked every day.
I hope you enjoy my blog.
Thanks! Whitney

Monday, April 12, 2021

As a financial advisor, it can get tricky to have testimonials or client reviews. In fact: it is not only tricky, it is against federal regulation. There is a federal regulatory agency called SEC, and SEC disallows anybody who provides...

Tuesday, March 23, 2021

One often overlooked topic in financial planning are the expectations you should have for your financial advisor. So we are going to dive in! Whether you are already working with somebody or you are interviewing, keep these points top...

Sunday, March 14, 2021

What are the financial considerations you need to make when you are interviewing for a new job? Besides the obvious point of pay, one of the most important considerations are: benefits, benefits & benefits! You want to consider your...