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...
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All things financial; Financial Coaching, Financial Planning, Investment & Wealth Management
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Michelle Petrowski, CFP®
- Dec 28, 2021
- 4 min
Credit Card Payoff and Debt Relief Companies
Wondering where to turn for help with managing debt? Adviser Michelle Petrowski has some suggestions....
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Michelle Petrowski, CFP®
- Nov 27, 2021
- 3 min
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...
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Michelle Petrowski, CFP®
- Nov 13, 2021
- 3 min
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...
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Michelle Petrowski, CFP®
- May 28, 2021
- 1 min
10 Social Security Myths
There can be many misconceptions around Social Security benefits that may influence decisions around divorce or your retirement plan
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Michelle Petrowski, CFP®
- Feb 15, 2021
- 3 min
Military Retirement Tips & Deployment Benefits
No Federal Taxes – This means more savings! Think ROTH TSP or ROTH IRA contributions.
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Michelle Petrowski, CFP®
- Feb 1, 2021
- 3 min
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
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Michelle Petrowski, CFP®
- Jan 12, 2021
- 5 min
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!
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Michelle Petrowski, CFP®
- Oct 13, 2020
- 4 min
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...
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Michelle Petrowski, CFP®
- Aug 12, 2020
- 6 min
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? "
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Michelle Petrowski, CFP®
- Apr 9, 2020
- 4 min
3 Important Tips for Deployment & Military Divorce
One of the leading causes cited for divorce is finances,
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Michelle Petrowski, CFP®
- Apr 8, 2020
- 3 min
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.
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Michelle Petrowski, CFP®
- Mar 8, 2020
- 3 min
Cash? Why Would Anyone Use That?
Do you swipe your debit card when you shop? Gas? Food? Costco? Amazon? etc.
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Michelle Petrowski, CFP®
- Feb 13, 2020
- 4 min
5 Tips to Keeping Your “Purpose” Strong
It's between the comfortable and uncomfortable that we are challenged and grow.
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Michelle Petrowski, CFP®
- Feb 9, 2020
- 3 min
Determining self-employed business income in a divorce?
Another tool known as “lifestyle analysis” can be used to challenge an income claim of a spouse.
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Michelle Petrowski, CFP®
- Jan 26, 2020
- 2 min
Retirement and the 4% Rule - Things Aren't What They Used to Be
Remember that 4% withdrawal rule we always heard about? Well it just might not really work with interest rates so low
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Michelle Petrowski, CFP®
- Jan 15, 2020
- 2 min
Married/Getting Married - What You Need to Know About Spousal IRAs
Spousal IRA's can be a great savings tool that many investing families are not aware of ..
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Michelle Petrowski, CFP®
- Mar 6, 2019
- 4 min
Financial Abuse: Taboo - real or make believe?
Having a budget, a spending plan, and knowing your cash-flow is awesome – but both parties need to agree and have this knowledge.
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Michelle Petrowski, CFP®
- Jun 6, 2018
- 4 min
"House Trap" Horror in Divorce
".. There is no real compelling reason to refinance since they now own the property outright.."
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Michelle Petrowski, CFP®
- Apr 13, 2018
- 3 min
Is a million really enough?
In a recent article in Forbes, the author points out a million dollars today earning an 2% annual inflation adjusted return.
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