Lisa Markgraf, Financial Advisor

08/23/2021

The average family plans to spend $848.90 on back-to-school supplies this year – way up from last year. Check out these 10 tips to help you save money this back-to-school season.

Get the best back-to-school bargains, hands-down.

08/02/2021

What financial dreams do you have for the future?

07/16/2021

The majority of Americans plan to save their advanced child tax credits rather than spend it. Do you have a plan for your credits?

A majority of Americans plan on tucking their advanced child tax credits away into savings as opposed to simply spending it.

07/08/2021

Some of our most challenging financial endeavors — starting a business, saving for a child’s education, purchasing a home —are most rewarding when we work toward them over time.

07/07/2021

Planning can turn future dreams into current realities. Let’s talk about what’s most important to you and how setting and tracking your financial goals can help achieve it.

07/01/2021

Are you making the most of your employer-sponsored retirement plan? Depending on your goals and life stage, taking an in-service distribution may be the right move. I can help you evaluate.

An in-service distribution lets you transfer money from your 401k to an IRA while still employed. See how an ISD might enhance your retirement savings plan.

06/24/2021

Across the country, real estate markets are increasingly competitive. Here are some tips to avoid overspending.

You have to have a clear plan in place before you start looking for your next home, experts say.

06/21/2021

Which smell reminds you of summer: sunscreen or freshly cut grass?

06/17/2021

The best way to save money for your kids will depend on your goals. From trust funds to custodial accounts, here are several strategic savings accounts to consider.

Start your kids off right in life by putting money away in strategic savings accounts.

06/10/2021

Talking about money is not always easy – but it can be very rewarding in the end. Together, we can determine how to have a productive conversation with your loved ones.

06/03/2021

Having an up-to-date power of attorney is essential to every estate plan, but there are some specifics you should be aware of.

The power of attorney is essential to every estate plan, but there are some tricks you need to be aware of.

05/28/2021

What’s your top financial regret?

Regrets, we've had a few. Or when it comes to our money, a whole lot.