Dr. Roxanne Arnal, CFP® ,CLU® Charitable giving offers numerous benefits, including improved mental and physical health, a sense of purpose and community, and, if structured correctly, tax advantages. Recently I spoke with Kelsey Gagnon, Associate Director, Advancement, School of Optometry
In the age of TikTok trends and Instagram reels, it’s no surprise that financial advice has found its way into your social media feed. Enter the finfluencer, a new breed of influencer focused on money, investing, and personal finance.
Financial Planning for Your First Home By Dr. Roxanne Arnal, CFP® Buying your first home is an exciting milestone, but it can feel overwhelming, especially with rising real estate prices and extra costs like taxes and closing fees. Smart planning
2025 Financial Resolutions: Why You Should Reach Out to a Certified Financial Planner® Starting the Year with Financial Clarity and Confidence The new year is a natural time for reflection, resolutions, and fresh starts. As a financial planner, I
Are you an optometrist with retirement on the horizon? As you focus on providing clear vision for your patients, it’s equally crucial to have a clear plan for your financial future. Retirement planning can seem overwhelming, but with the
Dr. Roxanne Arnal, CFP® Taming the Holiday Shopping Impulse: A Guide to Reducing Emotional Spending at Christmas ‘Tis the season to be jolly, but for many of us, it’s also the season to spend beyond our means. The pressure to
Dr. Roxanne Arnal, CFP® Each year, we visit the accountant to review our corporate financial statements. This complex document often leaves us puzzled. However, grasping it is crucial for business growth and value. Here’s a concise guide: The Balance Sheet:
Dr. Roxanne Arnal, CFP® Holiday Season often tempts overspending. Realign with your financial goals. Understand and conquer debt by: Living Wisely: Avoid living beyond your means. Define your financial goals. Make sustainable choices over impulsive spending. Two Debt-Reduction Methods: Debt
Dr. Roxanne Arnal, CFP® After years of schooling, it’s time to transition into professional life. This exciting yet daunting phase brings new financial responsibilities. Here’s what to expect: Celebrate Responsibly: You’ve achieved a milestone, so celebrate, but be mindful of
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