Mikaela Doe- Wealth Advisor

08/04/2023

Life is better with cookies!

08/02/2023

For most of our lives, it feels like money controls us.

It affects the jobs we accept, where we live, the trips we take and don’t take, and how we feel when we open a bill.

Then in retirement everything is supposed to shift. The things we worked toward all our life get to become our reality!

But it’s hard to turn off that money as master mindset in ourselves…

I want something different for my clients. I want them to experience confidence in their finances *today*.

This doesn’t mean losing discipline when it comes to finance, but it does mean putting money back in its place as the servant. It means stating goals, creating strategies to reach them, and still enjoying life along the way.

08/01/2023

It's National Picnic Month!

07/31/2023

In my field, we always advocate for choices you can make to improve your financial well-being. This recent article captures that idea perfectly!

Regardless of if you're partnered with a financial professional or not, follow these six tips to make sure your 2023 finances are where you want them to be:

There are a million things you could do to improve your financial situation. But if you want to succeed, you’ll have a much better shot if you just focus on two to three small, achievable goals.

07/27/2023

"Emotion can get you moving, but only education gives direction."

This is where financial professionals like me come in. We're here to educate and support you on your financial journey, whatever shape it may take.

Let me show you! Contact me today, and let's see what we can do.

07/25/2023

Over the last 2 years, the number of Americans who reported difficulty paying their bills increased by 42%.

This follows similar statistics that show that the financial future for some continues to remain uncertain.

Does this describe you? I can help. I work with clients to remedy this growing problem and do everything possible to reduce this trend. Send me a message to get started!

07/24/2023

Apple recently announced a new feature within its Apple Pay platform that allows for users to "buy now, pay later" when they make purchases up to $1,000 with a debit card.

While this sounds like a very convenient feature that mirrors those offered by apps such as Klarna and Afterpay, it's imperative that you use it wisely—or perhaps not even at all. This article explains why you need to be careful:

Apple announced Apple Pay Later, the latest entrant in the increasingly crowded "buy now, pay later" space. Is it "free money"? Not quite. Here's what personal finance experts say.

07/20/2023

25 Best Girls' Weekend Getaways Around the World

From the U.S. to Europe to the Caribbean, here are 25 amazing ideas for your next girls' weekend getaway.

07/19/2023

How to get your deck organized for summer!

Make the most of your outdoor space with these deck storage ideas that organize entertaining essentials, pool toys, gardening supplies, and more.

07/18/2023

I encountered this article the other day, and it really struck a chord with me. As a traditionally underserved market, Latino-owned businesses are in desperate need of 401(k) and other retirement options. In fact, only 31% of Hispanic households with income from at least a part-time job report participating in a retirement plan of some kind.

Well, thanks to the firm Finhabits, retirement plan options are becoming more accessible to the nearly 5 million Latino-owned businesses in the U.S. While state mandates are still required for more uptake in these plans becoming widely accessible, this is still a big step in the right direction!

Read all about it:

As state mandates for small businesses take hold, industry players see opportunity in reaching the underserved Latino population.