Jackie Kleinman, CFP

Latest Posts by Jackie Kleinman, CFP

setting long term financial goals

Are You Behind On Long-Term Financial Goals?

  Ever look at your bank statements, and you don’t like the numbers, and you get the sinking feeling you’re

financial literacy

5 Ways to Increase Your Financial Literacy – Authority Magazine Interview

???? Exciting announcement: I’ve been interviewed by Tyler Gallagher of Authority Magazine for their series on Women Leading the Finance

blog-covid-supply-chain

Where’s My Stuff? COVID Supply Chain Problems & Financial Planning

It’s happening all over the place this year: NO ONE is getting their stuff on time. ???? Everyone’s constantly logging

has pandemic changed how you think about finances

Has the Pandemic Changed How You Think About Your Finances?

It’s been almost 14 very long months and we are finally starting to gradually emerge from the pandemic. Before you

how to talk about IPOs

Prepping for Dinner Party Topics Post You-Know-What

It’s been 12 long months. You are finally fully vaccinated and have been invited to your first post-pandemic dinner party.

economic recovery

Recovery: The Shape of Things to Come Part Deux

Last time we talked about a couple of possible shapes for our economic recovery: A“V” recovery, in which the economy

recession-recovery-blog

Recession/Recovery: What’s the Shape of Things to Come?

In June, the National Bureau of Economic Research announced that we are in a recession. Unlike previous recessions, this one

save money financial planning

SIP and Save or SIP and Spend?

As much as we might complain about sheltering-in-place for the past five months, there is a silver lining. We’re spending

during pandemic dont diy financial advising

Even During a Pandemic There are Some Things You Shouldn’t DIY

DIY has become sort of a rallying cry during this pandemic. From household projects to haircuts more people are taking