Hello! I’m Elizabeth and as a Certified Financial Planner™ I believe in two basic principles: know the value of something so you don’t pay more than you should for it, and save as much as you can comfortably. Working in the financial services industry for years and years, I’ve been privy to all of the basic financial building blocks since I received my first paycheck: start saving early, pay yourself first, take advantage of free employer benefits, etc., so these things are second nature to me.
However, for the average person, there is so much information out there that it drives some folks to financial apathy - I can’t possibly understand this as much as I need to, so I’ll just ignore it until I REALLY have to think about it. Well, it’s time to think about it.
Hopefully, I can help you break through those types of barriers and make you feel more comfortable, so that financial issues and topics will be less overwhelming. In future posts, I plan to cover subjects such as emergency funds, dollar cost averaging (DCA), Roth investing, 529 plans, flexible savings accounts (FSAs), match and catch-up contributions, and ways to save on basic expenses.
Trust me, it won’t be THAT boring. I’ll try to interject some fun into it. And, while I cannot give specific investment advice through this forum, if you have something you want to know more about, please post a comment and let me know. It might be my next blog topic.
Onward!
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Elizabeth is a Certified Financial Planner™ who has worked in financial services for more than 20 years. She currently holds both Series 7 and Series 66 licenses with FINRA and is working towards a Masters degree in Personal Financial Planning. Ms. Schruefer has been with NEA Member Benefits in the Investments department for over 11 years and has previously worked as a registered representative, bond analyst and commercial real estate analyst.
