Cicely Jones is a CERTIFIED FINANCIAL PLANNER professional who started her financial planning career in 2016. She specializes in making financial planning concepts accessible to young professionals. Cicely has been recognized as the top producer on her team and was the first
How To Teach Young Children Healthy Money Habits
By staying open, intentional, and values-driven, you give your child the tools to feel confident and grounded in their relationship with money for years to come.
How First-Time Homebuyers Should Pick Their Down Payment Amount
Ultimately, there’s no one-size-fits-all down payment amount. The right amount for you depends on your risk tolerance, income, financial stability, and long-term goals.
Why You Shouldn’t Just Invest In The S&P 500
In this article, we will be reviewing the origin of the S&P 500 superiority myth, risks associated with investing solely in this index, and diversification benefits.
How To Understand Downside Risks In Your Retirement Portfolio
If you want portfolio growth, you will need to take on some risks. This is how to understand those portfolio downside risks.
A Money Windfall Guide For Millennials And Gen X
Avoid mistakes, set goals, figure out how much you will have after taxes and fees and discover when to bring in a professional.
How To Financially Weigh Buying A Condo Versus A Single-Family Home
Many investors face the decision between purchasing a condo for a smaller upfront cost and a single-family home for a larger upfront cost. Here are some factors to weigh.
January Checklist For Ensuring You Are On Track For Your Wealth Goals
In the new year, many people make resolutions around health, fulfillment, and wealth. Here is a January checklist to ensure you are on track for your wealth goals.
How Global Conflicts Influence Individual Investors’ Financial Planning
Global conflicts can spark short‑term volatility, but long‑term investing fundamentals stay the same. Learn how to manage risk, diversify and stay disciplined.
How To Prepare To Speak With A Financial Planner For The First Time
A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with you to get to an achievable goal.
Financial Considerations For Moving An Aging Parent To The U.S.
For many multinational people I meet, a concern for adult children with parents outside of the United States is the ability to care for those parents as they age.
