Newsroom

Christina Featured as Guest Expert on Finances During Divorce

April 28, 2023 | Filed under: Financial Planning, Divorce, Transitions

Christina provided tips and resources for financial planning through a divorce in the MoneyGeek article "Financial Planning for a Divorce". Included in the article are important resources, and the steps to navigating the whole process, and Christina gives insight on some of the most common financial mistakes that are made during a divorce.

Expert Insight on Financial Planning for Retirement

January 9, 2023 | Filed under: Retirement Planning, Financial Planning, Older Adult

Christina provided expert insight on financial planning for retirement in the MoneyGeek article "Older Adults' Guide to Income Streams and Money Management in Retirement". Included are tips on how to earn income in retirement, calculating life expectancy when planning for retirement, and a list of resources for income streams for aging adults.

Christina Featured Again on MoneyGeek

December 30, 2021 | Filed under: Retirement Planning, Financial Planning, Financial Literacy

Christina was featured as a guest expert in the MoneyGeek guide "Smart Spending in Retirement". She answered questions and provided insight about which accounts to withdraw retirement spending from, what strategies could help make your savings last longer during retirement, and some common myths about retirement spending.

Christina Featured as an Expert in MoneyGeek Article

October 21, 2021 | Filed under: Financial Planning, Financial Literacy, Investing

Christina was featured as a guest expert in the MoneyGeek article "How to Start Saving and Investing". She answered questions and provided insight about investing for beginners, how to evaluate if you are in a place where you should begin investing, and answered other common questions.

Your Financial Health Checkup: Montpelier Employee Wellness

January 11, 2017 | Filed under: Newsroom, Financial Planning

 

 

Heidi Clute was invited by the City of Montpelier to conduct a workshop for their employee wellness program. During the financial literacy workshop sponsored by the City, Heidi outlined a Financial Health Check Up process for a diverse group of employees.