Tag: financial planning
Investing 101: Understanding Stocks Through Positioning
By Natalie Hayes Schmook, MBA, CFP, CVA
When I talk about the stock market, eyes sometimes quickly glaze over because investment professionals tend to use...
Three Things You Should Know About 529 Plans
By Natalie Hayes Schmook, MBA, CFP, CVA
If you are an optometric professional who has children, chances are you’ve heard of 529 plans as a...
The 1% Trick That Will 100% Help Your Retirement Goals
By Natalie Hayes Schmook, MBA, CFP, CVA
January means a new year, and I want to share with you the easiest New Year’s resolution that...
3 Steps to Tax Savings for 2021
By Natalie Hayes Schmook, MBA, CFP, CVA
In March and April my inbox is flooded by ODs who need last minute tax-saving strategies.
While there are...
The Student Loan Conundrum: To Refinance or Not to Refinance
By Natalie Hayes Schmook, MBA, CFP, CVA
An interesting dilemma for younger ODS these days is whether to refinance their federal student loans into private...
Money Talk: Personal Spending Is a Mission-critical Piece to Retirement Planning
By Natalie Hayes Schmook, MBA, CFP, CVA
When doing financial planning for OD clients, one of the first questions I ask them is if how...
Money Talk: 5 Common (But Fixable) Retirement Planning Mistakes
As a financial advisor for ODs, retirement planning is one of the most important parts of planning that I work on with clients. There are five common mistakes I run into. Please avoid these errors; your 65-year-old self will thank you!
