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Category: emergency savings

April 15, 2022

Managing Family Finances in your 30s and 40s

by Kelly Luethje

My definition of family financial planning is meeting your family’s everyday expenses, handling unexpected bills, saving for the future, and having fun! It can put you in control of your money and helps you avoid stress and feel more secure. I will say, though, it’s not always easy. But there is help! Financial planners like […]

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March 17, 2022

Using Restricted Stock Units to Buy a Home

by Kelly Luethje

It’s 2022 and you’ve just accepted a new job offer (yay!). Along with your base salary, you’ve also been offered equity in the new company in the form of Restricted Stock Units or RSUs. You’re excited to start and sort through all the benefits, but you really don’t know the first thing about RSUs. Equity […]

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February 11, 2022

Market Volatility is Rearing its Head. What to Do? Stay the Course.

by Kelly Luethje

It’s no secret that the past two years have been an interesting time to be investing in the market. It’s also no secret that the past 12 years have been Among the best years for investors to be consistently in the markets. The S&P 500 hit a bottom on March 9, 2009, at the depth […]

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September 24, 2021 Young girl

Investing in your 20’s

by Katerina Logrono

I was recently talking to a friend about investing early and planning for the future. I realized that although many people are aware that starting early is better for compound returns and that time is valuable, they are hesitant to make that first attempt at investing. A survey by Ally Financial shows that 61% of […]

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July 24, 2020

Be Prepared, In Case of Emergency

by Kelly Luethje

My latest monthly newsletter (sign up here!) focused on several financial rules of thumb that really aren’t one-size-fits-all. So many tried and true approaches just don’t apply to every last one of us — which is exactly why Willow Planning Group focuses on tailoring financial plans to fit each client’s personal financial situation. Many of […]

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August 28, 2019 What sparks joy for you?

Sparking joy … in your financial life

by Kelly Luethje

“Does it spark joy?” We’ve been hearing that a lot these days. I talked about the Marie Kondo phenomenon in a recent newsletter (sign up to receive them here!). Her philosophy about surrounding yourself only with things you love makes a lot of sense to me. My close friends and family know my closet is […]

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March 4, 2016

Preparing for a Financial Emergency

by Kelly Luethje

Are you prepared? As I go about my day, I generally don’t ask myself what could go wrong. Will I fall off the sidewalk and break my hip? Will my house be broken into?  Will I lose my job? Instead, I wake up, drink coffee (a must!), and then get my day started. It’s not […]

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Willow Planning Group
Phone: 617-943-1433
email: kelly@willowpg.com
Willow Planning Group, LLC is a
Registered Investment Adviser in
the states of Massachusetts, New Hampshire, and Colorado.

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