Author archives for Teresa Milner

    How to Create a Healthy Relationship With Money in 6 Steps

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    How to Create a Healthy Relationship With Money in 6 Steps

    When thinking about money – do you feel stressed, tense, controlling, confused, like you have an abundance of it or a lack thereof? If you relate to any of these questions, you have an unhealthy relationship with your money.

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    Ladies – Are You Planning for Your Security in Retirement?

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    Ladies – Are You Planning for Your Security in Retirement?

    While there are many challenges, these are the five most prominent that come to my mind when I think about retirement security for women. Sit back and think about all the decisions you make in life today that have an impact on your security in the future

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    7 Smart Money Moves You Can Make Today

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    7 Smart Money Moves You Can Make Today

    Life is treating you well. Success shows in your promotions at work. The kids graduated from college, and they are out on their own. The nest is empty and you realize it’s high time you focused on your financial health – finally!

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    Are You 10 Years From Retiring?: 5 Easy Steps for Retirement Preparation

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    Are You 10 Years From Retiring?: 5 Easy Steps for Retirement Preparation

    Ladies … listen up!… there’s still time ... Ladies, if you’re nearing the retirement chapter of your life, listen up! Have you thought about what that time looks like? If you could paint a picture of this part of life, what would be included? Does your picture contain lots of color or is it grey?

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    If It Doesn’t Challenge You, It Won’t Change You . . .

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    If It Doesn’t Challenge You, It Won’t Change You . . .

    Published by Teresa Milner Have you ever participated in a fitness challenge? The purpose of the challenge is to help you accomplish your fitness goals; i.e., losing weight, increasing muscle mass, etc. The same concept can be applied to money challenges. Money challenges can be used to acc …

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    Why I Chose To Be A Financial Advisor

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    Why I Chose To Be A Financial Advisor

    Published by Teresa Milner We all experience many journeys in life. Often times we are left wondering why certain things happen to us. Why do we suffer? Why we do experience joy? Why am I alone? Why, why, why . . .

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    Using the 3 Bucket Method to Save for Retirement

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    Using the 3 Bucket Method to Save for Retirement

    Published by Teresa Milner | LinkedIn We all know it’s important to save for retirement. But, with so many different account options and rules, what is the best one for you? In my attempt to make the complicated simple, I choose to educate my clients on a plan I refer to as the “ …

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    6 Steps to Create a Healthy Relationship with your Money

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    6 Steps to Create a Healthy Relationship with your Money

    Published by Teresa Milner, Wealth Advisor Some of us have an unhealthy relationship with our money. When you hear the word “sale,” do you go and buy things just because you think it’s a good deal? How many clothes have you bought just because they were 50% off, but then never even taken th …

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    How Do I Teach My Teen to Save Money?

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    How Do I Teach My Teen to Save Money?

    Published by Teresa Milner Calling all parents of teenagers – Let’s be proactive and teach our teens to NOT follow the majority of Americans when it comes to saving! We can teach our teenagers to be managers of their money and learn effective money skills. Over 10.4 million people are …

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    What You Don’t Know CAN Hurt You

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    What You Don’t Know CAN Hurt You

    Published by Teresa Milner, Wealth Advisor Ladies, let’s talk about money. Are you comfortable discussing money? Do you shy away from a conversation regarding your money because you feel you’re not smart enough to talk about it? Do you lack the confidence to discuss money matter …

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