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     Meaningful Finance for the Modern Day Gal

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    Hannah
    • May 20, 2021
    • 2 min

    Learning to Spend in Retirement

    When it comes to financial planning, we often spend a lot of time talking about saving: how much we should save, how long we should save...

    24 views
    Hannah
    • Mar 25, 2021
    • 3 min

    Are You On Track?

    One of the most asked questions regarding financial planning is: “Am I on track?”

    24 views
    Hannah
    • Feb 19, 2020
    • 5 min

    When Money Can Buy Happiness

    My first job title was "Research Analyst." It was exactly the job I thought I wanted. I spent most of my time researching funds, testing...

    19 views
    Hannah
    • Jan 23, 2020
    • 3 min

    Feeling Secure About the SECURE Act

    The SECURE Act has significant implications for how many of us will be able to save for and experience retirement.

    11 views
    Hannah
    • Jan 23, 2020
    • 4 min

    Health Savings Accounts: A Tax Trifecta

    HSAs are a really excellent option for saving for both medical expenses and retirement.

    14 views
    Hannah
    • Nov 20, 2019
    • 3 min

    Understanding Social Security

    When it was first implemented, Social Security was intended to be an income supplement for those experiencing hardship.

    12 views
    Hannah
    • Oct 17, 2019
    • 4 min

    To Roth or Not to Roth?

    “Should I save into a Roth or a Traditional IRA?” As is often the answer to so many financial questions: it depends.

    24 views
    Hannah
    • Oct 1, 2019
    • 4 min

    Are You Saving Enough?

    “How much should I be saving for retirement?” It’s a common question and one not easily defined.

    15 views
    Hannah
    • Oct 1, 2019
    • 5 min

    Do You Really Need a Financial Advisor?

    Wherever you’re at, utilizing an advisor is ultimately a personal choice but there are instances where it pays to have one at your disposal

    8 views
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    Contact Us!

    hannah.boundy@sherwoodfp.com

    Arvada, Colorado

    Westlake Village, California

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