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Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » 5 Tips for Saving Money and Paying Off Debt in 2020

January 27, 2020 | Financial Planning

We are almost at the end of January, a time when our New Year’s resolutions may begin to falter. If one of your resolutions is to start saving more money, or to pay down debt (or even both!), the tips below may help you get back on track and regain the momentum to accomplish your resolutions. …

Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » Turning 65 and Still Working? What You Should Know About Medicare Enrollment

September 27, 2019 | Financial Planning

Although Medicare Open Enrollment is right around the corner, starting October 15, 2019 and running through December 7, 2019, if you aren’t yet 65 (or even if you’re close to it) this is not the period in which you need to sign up. In fact, the process for initial enrollment in Medicare is …

Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » Today’s Household CFO

April 22, 2019 | Financial Planning

When it comes to investing and managing household finances, women’s roles have evolved. Just as the number of women in the workforce has drastically increased over the past several decades, so too has the number of women who have taken on the responsibility of their family’s finances. In fact, …

Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » Four Common Types of Debt and What They Mean for You

July 11, 2017 | Financial Planning

American household debt – including mortgages, auto and student loans, and credit cards – has reached a new high at $12.7 trillion, surpassing the previous peak credit bubble levels of 2008, according to the Federal Reserve Bank of New York. In today’s low interest rate environment, debt can be …


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