by Ali Schweitzer | Jan 15, 2025 | Healthcare, Media Appearances, Retirement
Morning Blend on Mater Dei Radio: “Retiree Regrets” Retirement has it’s fair share of new beginnings and excitement, but that’s not to say it doesn’t come with regrets over time. After years of working with individuals plan for and...
by Ali Schweitzer | Dec 20, 2024 | Media Appearances, Money Tips, Taxes
Morning Blend on Mater Dei Radio: “End of Year Tax Planning” With the end of another calendar year approaching, it’s time to consider taxes. Even though not all tax-related tasks need to be completed by the end of the year, it’s important to...
by Ali Schweitzer | Nov 15, 2024 | Media Appearances, Money Tips
Morning Blend on Mater Dei Radio: “How Much Car Can You Afford” How do you decide how much you can afford when it comes to buying a car? The first step when looking for a new car is understanding the car market, your budget, and what your options in this...
by Ali Schweitzer | Oct 10, 2024 | Media Appearances, Money Tips
Morning Blend on Mater Dei Radio: “How To Keep From Overspending” Overspending is something that plagues most Americans these days. You’re not alone if you find yourself overspending and sometimes it is even a bit out of our control (i.e. inflation)....
by Ali Schweitzer | Aug 1, 2024 | Media Appearances, Uncategorized
Morning Blend on Mater Dei Radio: “Organizing Financial Records” Organizing your financial records is not just for your peace of mind, but for those taking care of your financials when you are unable to. There are a few things to consider when preparing...
by Ali Schweitzer | Jun 13, 2024 | 401k, Media Appearances, Money Tips, Retirement
Morning Blend on Mater Dei Radio: “Retirement Planning in Your 30’s” Your 30’s: The decade of competing priorities. You might be buying a house, starting a family, and more. Your job is also likely starting to solidify and increase in pay. Our...