Kerrie Beene

Do's and Don'ts of Employee Benefits

Do's and Don'ts of Employee Benefits

During October and November a majority of people will be having open enrollment for benefits. We encourage you to take the time to thoroughly review your benefit options. Make sure you pick the best options for your situation and do not leave any benefits on the table. Below are some do’s and don’ts when reviewing your employee benefits.

5 Ways to Get your Financial Life in Order

5 Ways to Get your Financial Life in Order

By: Kerrie Beene, CFP®

Happy New Year! With 2020 in the rearview mirror, we are hoping for a great 2021.

January is a great time to think about getting all of your financial paperwork organized. Organizing will create a calm space, save time in the long run, and help prepare for tax season. Below are 5 ways to help get your financial life in order.

Tips to Prepare for your Teenager's First Car

Tips to Prepare for your Teenager's First Car

By Kerrie Beene, CFP®

Since Oprah stopped giving cars away in 2011, we recently had to face the challenge of getting our daughter a better vehicle. While her getting older and purchasing this car should have come as no surprise, it came faster than we wanted (we should have started earlier!!) and I wanted to share a few things we did to prepare for the purchase of the car.

  • Utilizing Savings

  • Throwing all Extra Funds into the Savings

  • Create a Physical Savings Chart

  • When the time arrives to Purchase, Choose a Budget!

  • Involve your Teen in the Purchasing Process

  • Utilize a Teachable Moment

How to Make the Holidays Full of Emotional Wealth

How to Make the Holidays Full of Emotional Wealth

When I think about the holiday season I have many different emotions; excitement, stress, joy, overwhelm, sadness.  However, as I get older and learn to cherish time more than anything, I realize that the Holidays are a very special time that should not be taken for granted and I do not want the negative emotions overshadow the positive emotions.  

So this year I am choosing to do the following 3 things and encourage everyone to consider doing them also…