Tag: Money Talk
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...
Needs = Taxes, Debt and Electricity
By Natalie Hayes Schmook, MBA, CFP, CVA
Needs should consume no more than 50 percent of your pre-tax profits, which in this case is $150,000...
The 50/30/20 Approach for Personal Budgeting
By Natalie Hayes Schmook, MBA, CFP, CVA
A regular question I see from ODs (especially recent grads) is, what is a normal budgeting breakout for...
Do You Have the Right Liability Insurance?
By Natalie Hayes Schmook, MBA, CFP, CVA
I work with a lot of optometrists these days who are exiting their practices by either selling or...
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!
