Michelle Petrowski is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Charles Schwab in Phoenix, AZ and the surrounding communities.
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It has long been part of the American Dream: to earn and save enough money during our working years to live the lifestyle we choose throughout...
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If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
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I first met with Steven and Janice (names changed) a few years ago. They had always saved somewhere around 5% of their salary, but at times...
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Legendary investor Warren Buffet and billionaire entrepreneur Bill Gates created the “Giving Pledge” in 2010. The Pledge was a way to...
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Unless you have been on another planet for the past several months, and or years, you know that we are facing difficult financial times. Our...
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Globalization has not only moved many American jobs overseas but Americans, too. There can be real benefits to an overseas posting such as...
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Even with recent revisions to the Federal Estate Tax System, many people are still rightfully concerned over costs when their assets pass to...
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Winter is fast approaching. And that means it's time to examine the many ways you can conserve energy and cut costs. Below is a checklist of...
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The role of the US Federal Reserve, referred to most as “the Fed,” and how it determines interest rates remains a mystery for many people. One...
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Roth IRA! Roth IRA! Roth IRA! I am sure you have never heard that pep rally cheer at any program you have gone to. But then again, most times...
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