Money Moves with Maggie
Explore valuable perspectives from our team, featuring articles by Dianne Nolin CFP®, CDFA® Cecile Hult CFP®, CDFA® Eric Ashburn CFP®, CEPA®, CDFA®, CeFT® Joe Gallemore CIMA® CExP™ Jamie S. Blum CPA, CDFA® Alyce Phinney CDFA® Emily Pelletier CGSP® Rasha Bitar CFF®, CGSP® Sierra Lawrence CGSP® Brett Colbert Maggie Shipley Kayla Hufker
Money Moves with Maggie
[Money Moves with Maggie] A Word of Caution on Buy Now Pay Later
Buy Now Pay Later services may seem harmless, but they can lead to overlapping payments and overspending—especially for Gen Z. In this Money Moves with Maggie, we break down how these programs work and why they should be treated like loans, not conveniences. Spend thoughtfully, not impulsively.
[Money Moves with Maggie] Your Tax Refund Isn’t Free Money
In this episode of Money Moves with Maggie, Maggie Shipley unpacks the truth about tax refunds—and why they’re not the “free money” they might seem
[Money Moves with Maggie] Buying a Home: What you Need to Know
In this episode of Money Moves with Maggie, Maggie Shipley unpacks the truth about tax refunds—and why they’re not the “free money” they might seem
[Money Moves with Maggie] The Power of Staying invested
In this episode of Money Moves with Maggie, Maggie Shipley dives into why staying invested is one of the smartest financial moves you can make
Give the Gift of Stock This Holiday Season
Money Moves with Maggie is back this holiday season with a unique gift idea—ask for stock! In this episode, Maggie Shipley explains how receiving stock as a gift can help you build wealth over time while offering tax benefits for the giver. A gift that grows in value could be
[Money Moves with Maggie] Give the Gift of Stock This Holiday Season
https://youtu.be/yPZ79npoxzk Money Moves with Maggie is back this holiday season with a unique gift idea—ask for stock! In this episode, Maggie Shipley explains how receiving stock as a gift can help you build wealth over time while offering tax benefits for the giver. A gift that grows in value could
The Power of Compound Interest
In this episode of “Money Moves with Maggie” Private Wealth Advisor Maggie Shipley explores the powerful impact of compound interest on your investments. Watch as she compares four different scenarios to illustrate how starting early, being consistent, and avoiding cash savings can significantly boost your wealth over time. Don’t miss
[Money Moves with Maggie] The Power of Compound Interest
The Power of Compound Interest In this episode of “Money Moves with Maggie” Private Wealth Advisor Maggie Shipley explores the powerful impact of compound interest on your investments. Watch as she compares four different scenarios to illustrate how starting early, being consistent, and avoiding cash savings can significantly boost your
[Money Moves with Maggie] Estate Planning 101
Estate Planning 101 Estate Planning, though not the most thrilling topic, is crucial for financial management. Ensuring your financial accounts have Transfer on Death (ToD) and named beneficiaries is essential. This simple step allows assets to pass directly to chosen recipients, bypassing probate and reducing stress during difficult times. Learn
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