Posts by Marianne Martini Nolte, CFP®
Personal branding photos for San Diego financial planner
Marianne Nolte, Certified Financial Planner™ professional helps women and young professionals work toward a secure relationship with their money
Read MoreSOCIAL SECURITY AND RETIREMENT
When can I begin to collect and how much will I receive? Can I even count on Social Security being available when I retire? These are common questions even young folks should be considering. Retirement may be quickly approaching or just a distant dream. Regardless, it is important for retirement planning purposes, to consider the…
Read MoreADULT CHILD ASKING FOR MONEY
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.
SPECIAL NEEDS FINANCIAL PLAN
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.
Read MoreFINANCIAL WELL-BEING WITH ESTATE PLANNING
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…
Read MoreAvoid These Money Pitfalls
Take charge of your financial life. Imagine Financial Services, helping women and young professionals align their resources with their goals.
Read MoreMAKE YOUR WEBSITE AN SEO STAR
SEO strategies to improve small business owner websites.
Read MoreMEDIA QUOTE
Advisors Tap Fulfilling Volunteer Activities And Come Away Richer By Giving Back By Morey Stettner, For Investor’s Business Daily, March 1, 2021
Read MoreMONEY: BREATH DEEP AND DIVE IN
Money behavior blocks, just dive in and get started.
Read MoreAGING PARENTS AND FINANCES
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.
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