Rob and his two smallest 529 account owners (aka nieces)
|
When most people are asked to think about saving for retirement, managing their investments, or paying taxes, anxiety often follows. Let me help!
I love investing, money management, and all things personal finance. In fact, I have always loved it; I started my IRA when I was 15 years old with lawn mowing and babysitting earnings. I have also been told I'm an excellent teacher. Bringing these two passions together is what Fireside Finances is all about. I promise it can be fun too! Imagine feeling that your financial house is in order and your family's financial goals are on-track. Now you can go back to doing the things you love, like spending time with your kids, biking, cooking, or whatever else it is that makes your weekends great. I look forward to working together! 
|
Make the most of your emergency fundWe'll make sure you are earning at least 2.10% on your savings. We'll review how much you should have tucked away for a rainy day.
|
Capture your net worthYou're going to build a personal balance sheet, complete with all your assets and liabilities. We'll use digital tools such as Mint.com & Personal Capital.
|
FICO® funYou'll not only find out your FICO® score, but you'll learn ways to improve it and monitor your credit for identity theft. We'll use CreditKarma, Experian, and Mint.
|