January 12, 2019

If you’re looking to change up your relationship with money and start a new leaf for 2019, here’s the best way to blow it…… by setting up a budget… That’s right, I said FORGET the budget.  

Budgets make me sweat. When I was going thru my divorce and trying to get back o...

November 8, 2018

Join the Monmouth County Women’s Business Connection for a Fall Meet and Greet tonight! All are welcome.

WHAT: Business Networking with the Monmouth County Women’s Business Connection
WHEN: Tonight, November 8, 2018, from 5:30-7:00 PM
WHERE: Pazzo MMX 141 W Front St, Re...

Do you have an old 401-k plan from a previous job?  If yes, chances are you're leaving money on the table or worse losing money.  

It is estimated that approximately 45% of people with old 401-k plans either cash them out after moving to a new job, or worse, l...

Nobody likes to lose money, unless you have a lot to lose.  And even then, I am not at all convinced that those who have even a slightly higher risk tolerance can’t help but wince when faced with a market loss.  

As a financial advisor who has played on both side...

It is estimated that 78% of Americans live paycheck to paycheck, up from 75% last year.  Living paycheck to paycheck can leave you financially devastated if faced with even the smallest unplanned financial emergency, not to mention the stress of worrying about one.  Th...

I sat with a client the other day, who was discussing his employer-sponsored retirement plan.  He wanted an investment that would provide him with NO risk, a guaranteed  8% - 10 %  return,  

and a fair amount of liquidity, meaning he could access the cash...

Need Some Motivation?

I am a big believer in starting my day with a strong cup of coffee, and some inspirational reading to set my mind on a positive path for the day.  There is no greater motivation than to read about the success of others, many of whom faced great odd...

June 22, 2017

By, Lori M. Brand 

Managing Director, SafeChoice Financial Group

We all want to be better with money. We want  more of it, we want it to work harder for us,  and to be more  financially secure.  Yet, despite our wants and desires,  I often hear clients share self limitin...

June 6, 2017

 As a financial advisor,  I routinely get letters and questions from clients, and thought our readers might benefit from this one.   :)

Dear Lori,

Several years back i was gainfully employed at XYZ corporation, enjoying a lucrative career and rise to the top wh...

May 22, 2017

Mistakes are an inevitable part of life, we’ve all made them, and most likely  will  continue to  as long as the  demands of life push and pull us in unmanageable directions.  Money poses its own unique set of challenges.  Here are some of the most common money mistake...

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