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All things financial; Financial Coaching, Financial Planning, Investment & Wealth Management
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✨ “What If It Is Possible?”
This morning, I was sitting on the swing in the backyard, tucked under the covered patio, having my coffee. Holding the warmth in my hands, I savored the aroma of the Italian beans Allan had thoughtfully shared with me. I sipped the foam I had carefully steamed myself, closed my eyes, and listened to the birds. It was 70 degrees in May. As I gently swayed on that swing, I wasn’t thinking about my long to-do list. I was simply present. In that quiet moment, I was overwhelmed w

Michelle Petrowski, CFP®
May 84 min read


Redefining Wealth: A New Way to Think About Your Money This Spring
Let's flip the script to "Return on Life" not just "Return on Investment".

Michelle Petrowski, CFP®
Apr 155 min read


Why Suze Orman and Dave Ramsey Might Be Wrong (for Your Retirement Planning)
One size-fits-all financial advice may be a bit like wearing skinny jeans in a world of stretch pants—somewhat outdated (depending who you ask) and not super comfortable for most (LOL!)

Michelle Petrowski, CFP®
May 264 min read


9 Tips to Reduce Your Tax Bill or Boost Your Refund Before the Deadline 💰✨
Maximize your refund & cut your tax bill before the deadline! Use smart tax moves like deductions, credits & IRA contributions. Don't wait!

Michelle Petrowski, CFP®
Mar 55 min read


The Invented Life; Financial Planning for Women: More Options, More Freedom, More Wealth
You’ve worked hard to build your career, maybe in tech like I did - long hours, demanding projects, and high-pressure environments

Michelle Petrowski, CFP®
Feb 136 min read


"5 Essential Tips for Being Prepared for the Unexpected"
right now, for me, as I sit in the emergency room waiting for my “husband”, it means “Am I prepared for an unplanned “Health/medical” event

Michelle Petrowski, CFP®
May 19, 20245 min read


2023 Silicon Valley Bridge Bank, Credit Suisse... What do I need to know
What does a bank failure mean? What happened to Silicon Valley Bridge Bank (SVB) and now what’s going on with Credit Suisse? If you lived...

Michelle Petrowski, CFP®
Mar 21, 20234 min read


Credit Card Payoff and Debt Relief Companies
Wondering where to turn for help with managing debt? Adviser Michelle Petrowski has some suggestions....

Michelle Petrowski, CFP®
Dec 28, 20214 min read


Robinhood Data Breach – a Tale of Data Insecurity
5 tips to safeguard your data security As we get more digital, share more online; shopping, banking, trading etc. Yes, even trading the...

Michelle Petrowski, CFP®
Nov 27, 20213 min read


Triple tax free - HSA (healthcare savings account) - The overlooked planning tool
Pay less taxes, save more money A healthcare Savings Accounts (A.K.A. HSA’s) are becoming more popular as high-deductible health-care...

Michelle Petrowski, CFP®
Nov 13, 20213 min read


10 Social Security Myths
There can be many misconceptions around Social Security benefits that may influence decisions around divorce or your retirement plan

Michelle Petrowski, CFP®
May 28, 20211 min read


Military Retirement Tips & Deployment Benefits
No Federal Taxes – This means more savings! Think ROTH TSP or ROTH IRA contributions.

Michelle Petrowski, CFP®
Feb 15, 20213 min read


How Do I Find a Financial Advisor ?
"Look for someone that listens more than they talk, and seems to understand your priorities and concerns. Do your homework and “Trust your g

Michelle Petrowski, CFP®
Feb 1, 20213 min read


Getting Your Financial Future back on Track After a Life Change
Things will need to change, and only we can be the catalyst for that change!

Michelle Petrowski, CFP®
Jan 12, 20215 min read


3 Lessons of Financial Wisdom From Grandpa
Life has twists and turns, and our Elders are wise; listen to them. Updated 10/13/2020 I was very fortunate to have grown up living in my...

Michelle Petrowski, CFP®
Oct 13, 20204 min read


Finding MY (your) Ikigai
"Where do I find JOY?
Would I feel satisfied if I died tomorrow? Would I feel that I had a life well lived? "

Michelle Petrowski, CFP®
Aug 12, 20206 min read


3 Important Tips for Deployment & Military Divorce
One of the leading causes cited for divorce is finances,

Michelle Petrowski, CFP®
Apr 9, 20204 min read


3 tips When Deciding to Saving or Pay-off debt
" transitions can be an opportunity to start over & we get to be in control this time; to get educated create goals, a vision for our life.

Michelle Petrowski, CFP®
Apr 8, 20203 min read


Cash? Why Would Anyone Use That?
Do you swipe your debit card when you shop? Gas? Food? Costco? Amazon? etc.

Michelle Petrowski, CFP®
Mar 8, 20203 min read


5 Tips to Keeping Your “Purpose” Strong
It's between the comfortable and uncomfortable that we are challenged and grow.

Michelle Petrowski, CFP®
Feb 13, 20204 min read
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