Financial Services Articles

how much is it going to cost me?

ADULT CHILD ASKING FOR MONEY

June 4, 2021

WHEN YOUR ADULT CHILD ASKS FOR MONEY
Have you caught yourself thinking, I’ve got to help, she’s my daughter, but this is out of hand! Falling victim to this behavior can be destructive.

Imagine Financial Services logo

SPECIAL NEEDS FINANCIAL PLAN

May 11, 2021

Special needs planning is a delicate balancing act. Setting aside enough money to properly support a special needs beneficiary through their lifetime can disqualify them from the often much-needed government benefits SSI and Medicaid.

FINANCIAL WELL-BEING WITH ESTATE PLANNING

FINANCIAL WELL-BEING WITH ESTATE PLANNING

May 4, 2021

With the help of an estate attorney you can articulate and document your wishes and your estate may be able to avoid the costly, time consuming probate process. There are many advantages of Estate Planning which impact financial well-being include providing guardianship for minor children, minimizing taxes, and planning for incapacity.  Additionally, when a person…

Avoid These Money Pitfalls

April 20, 2021

Take charge of your financial life. Imagine Financial Services, helping women and young professionals align their resources with their goals.

Marianne Martini Nolte, Certified Financial Planner™

MAKE YOUR WEBSITE AN SEO STAR

March 23, 2021

SEO strategies to improve small business owner websites.

MEDIA QUOTE

March 1, 2021

Advisors Tap Fulfilling Volunteer Activities And Come Away Richer By Giving Back By Morey Stettner, For Investor’s Business Daily, March 1, 2021

MONEY: BREATH DEEP AND DIVE IN

February 22, 2021

Money behavior blocks, just dive in and get started.

Aging and finances

AGING PARENTS AND FINANCES

February 9, 2021

Determining if help is needed and wanted or will it even be accepted is a first step in establishing your role as a financial caregiver.

INVESTORS ASK, SHOULD I GO TO CASH?

January 26, 2021

A new president has been sworn in to office, the country is still reeling from the impact of the coronavirus pandemic, and there has been much social upheaval.  Naturally this can scared investors who may be wondering, what’s next and how is the stock market going react?  Do I need to go to cash?  Let’s…

HerMoney

Quoted in HerMoney

January 15, 2021

HerMoney – A Digital Media Company For Women. I’m excited to have recently been quoted in a recent article by HerMoney from Jean Chatzky.  Writer Casandra Andrews reached out to XYPN members with a media request and she chose to include my response in her article WHY YOU MAY BE PAYING TOO MUCH FOR YOUR…

Financial Planning, the alignment of your financial resources with what is important to you.