Ashley Juliano, Financial Advisor

10/06/2026

Even if they saved the same amount.

10/02/2026

Why 65?

It's an age I hear people use for retirement all the time.

Sometimes there's a reason behind the number. Other times, it's simply the age that has always sounded like “retirement.”

But the age you choose affects how long you have to save, how much you may need, and how long your money may need to support you.

Before building a retirement plan around an age, it's worth knowing why you chose it.

Not sure when retirement makes sense for you? Let's talk.

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09/25/2026

When you combine lives, what happens to the money?

At some point, many couples need to figure out how money is going to work together.

Do you combine everything? Keep separate accounts? Have one joint account for shared expenses and keep the rest separate?

There isn't one system that works for every couple.

Who pays for what? How do you save for things together? What happens when one person earns more than the other?

You don't have to manage money the same way. But it helps to have a system you've both talked about and understand.

Combining finances comes with a lot of decisions. Reach out if you'd like help figuring out what could work for you.

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09/23/2026

Find the next layer in your Money Stack.

09/18/2026

Old 401(k)s have a way of piling up.

Life gets busy, and after a few job changes, it's easy to end up with retirement accounts in several different places.

If that's you, it may be worth taking inventory of what you have and where it's held.

Sometimes simply knowing where everything is can make your financial life a little easier to manage.

Old retirement accounts can be easy to lose track of. Send me a message if you could use help getting organized.

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09/15/2026

One step can support the next.

09/11/2026

Your finances can get scattered over the years.

Checking. Savings. An old 401(k). Maybe an IRA or investment account somewhere else. A mortgage, car loan, or credit card.

It's easy to look at each account separately because that's how we see them every day.

Try putting everything in one place: what you own, what you owe, and where it's held.

You might find an old account you've forgotten about, realize you're holding more cash than you thought, or simply get a clearer picture of where you stand.

Ready to see how all the pieces of your financial life fit together? Reach out and we can take a look.

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09/08/2026

Some financial moves do more.

09/04/2026

Saving money is great. Knowing what you're saving for is even better.

Sometimes we get so used to putting money away that we stop asking what it's for.

Is it an emergency fund? A house? Retirement? More flexibility? Something you haven't figured out yet?

Knowing what you're saving for can help you decide how much you need, where that money should go, and how long you have to get there.

Still figuring out what you're saving for? Send me a message and let's talk about what you want your money to do for you.

Send a message to learn more

08/28/2026

One question I keep coming back to is this:

Does my life have room for what matters most?

Time with family.
Rest.
Work that feels meaningful.

Thoughtful financial planning can help align your resources with your priorities.

If you want to talk through what that could look like for you, book a time on my calendar.

Send a message to learn more