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] 3 Cybersecurity Tips to Protect Your Finances Online
Cybersecurity Awareness Month is a good reminder to take a closer look at how you’re protecting your finances online. With so much of our financial life happening digitally, it’s more important than ever to keep your accounts secure.
📌 Topics covered:
Why strong, unique passwords matter
How to spot and handle texting scams
Setting up alerts to monitor your accounts
💡 Tip: A password manager and regular account alerts can go a long way in helping you stay one step ahead of fraud.
✅ Watch this quick video for three simple ways to strengthen your cybersecurity habits.
[Money Moves with Maggie] Smart Money Moves to Close Out Summer
August can bring more volatility in the stock market. Maggie explains why staying invested matters, how missing the best days can hurt returns, and why
[Money Moves with Maggie]Should You Open a Trump Account for Your Child?
Are you traveling abroad this summer? With the US dollar weaker in places like the UK, Japan, and France, your money might not stretch as
[Money Moves with Maggie] Summer Travel Plans? Make the Most of Your Money
Are you traveling abroad this summer? With the US dollar weaker in places like the UK, Japan, and France, your money might not stretch as
[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] Stop Stressing About Tax Brackets
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 to be. While a refund can feel like a financial boost, it’s actually money you’ve already earned, and how you use it matters. Maggie walks
[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 to be. While a refund can feel like a financial boost, it’s actually money you’ve already earned, and how you use it matters. Maggie walks
[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 to be. While a refund can feel like a financial boost, it’s actually money you’ve already earned, and how you use it matters. Maggie walks
[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 as we enter 2025. While 2024 brought impressive market gains, it’s important to stay focused on your long-term financial goals rather than giving in to
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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