Ann McKinney - Financial Representative

Reach out if you need help figuring out how to work family goals into your financial plan.

How to Save Money for Your Family’s Financial Goals Wrangling your budget while raising a family can seem overwhelming — but it doesn’t have to be. Here are 3 tips on how to save money for your family financial goals.

This is why retirement planning and a solid strategy to create retirement income is so important. Please reach out if you’d like help with your planning.

How to Make Tax-Smart 401(k) Withdrawals Can I avoid paying taxes my 401(k) withdrawal? There are strategies you can use to minimize your tax burden. Learn how to make tax-efficient 401(k) retirement withdrawals.

Tips to help you and your budget before you restart your payments.

Student Loan Repayment Pause Has Been Extended — Here’s What to Do Next Repayment of student loans stays on pause through January 2022. Here’s what you can do to ease back into your payments.

Expect to see a wide range of Labor Day sales and end-of-summer deals.

4 Things to Buy in September — And 2 You Should Skip Labor Day always brings a reliable range of sales in several different categories. Here are 4 things to buy in September and 2 you should skip.

It helps you define what wellness looks like for you.

How This Simple Formula Can Help You Maintain a Self-Care Routine Grokker CEO Lorna Borenstein created a customizable framework to help you measure whether you’re meeting wellness goals. Here’s how you can make it work for you.

It’s a big commitment, so you want to make sure you’re a good match.

Questions to Ask When Choosing a Wealth Management Company When it comes to picking a wealth management advisor, choices abound. How do you know if you’re picking the right one? Here are four questions to ask before choosing a wealth management company.

Moving to a new home? Then you may need to update your financial plan. I can help.

8 Financial To-Dos to Take Care of Before You Move Congrats — you’ve found your dream home. Now here’s your financial moving checklist to help you take care of some important financial tasks before you move.

You may have more resources available to you than you think.

What to Do If You Have Aging Parents Who Need Financial Help How to care for elderly parents with few assets is a common family financial concern. Learn more about what to do if you’re unsure of what to do with aging parents who have no money.