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Author: Katie Burke, CFP®

The Next Door Millionaire, or How to Grow Rich Gracefully

The Next Door Millionaire, or How to Grow Rich Gracefully

Posted on July 5, 2021 by Katie Burke, CFP®

Did you know that there are 20.2 million millionaires in America? That’s about one in every 16 people. Isn’t that something? On top of that, 2 million of those millionaires were ‘created’ between 2019 and 2020. So taking those figures into account, do you know who, out of your circle of friends, family and acquaintances[…]

Expanding Women’s Financial Horizons: Do Women Make Good Investors?

Expanding Women’s Financial Horizons: Do Women Make Good Investors?

Posted on June 1, 2021May 26, 2021 by Katie Burke, CFP®

In today’s world there is increasingly less space for stereotypes. You can feel it in all the little movements; little ripples that are beginning to create changes. And it’s about time. Old embedded ideas were turning into lasting legacies. Every day in my work I feel the gentle but seismic shifting of old boundaries in[…]

How to Help Your Finances Recover After a Difficult Year

How to Help Your Finances Recover After a Difficult Year

Posted on May 4, 2021 by Katie Burke, CFP®

Right about now, most of us are likely to be just about finishing up filing our taxes for 2020. In doing so, you may well be shutting the door on one of the toughest years to date. 2020 threw many challenges at lots of us, with health and financial worries topping the list. Many people[…]

Why It’s Essential to Align Your Career and Your Financial Plan

Why It’s Essential to Align Your Career and Your Financial Plan

Posted on April 9, 2021 by Katie Burke, CFP®

When I first meet clients, they’re excited to talk about those big important aspects of financial planning. Our conversations will inevitably quickly turn to their concerns about retirement planning, investment strategies, savings goals and so on. They often look at me quizzically when I ask them, “Where do you see yourself professionally in five years’[…]

How to Teach Kids of All Ages About Money

How to Teach Kids of All Ages About Money

Posted on March 1, 2021 by Katie Burke, CFP®

Your kids are learning from you all the time, no matter their age. We teach our young kids how to brush their teeth, how to tell the time, how to tie their shoelaces. And over the last year, many of us have had to get even more involved with their education, even teaching them math[…]

Don’t Wait Until It’s Too Late: The Importance of an Estate Plan

Don’t Wait Until It’s Too Late: The Importance of an Estate Plan

Posted on February 4, 2021 by Katie Burke, CFP®

The night before undergoing emergency surgery, I was lying in a hospital bed surrounded by beeping machines and the constant interruptions of nurses and doctors. My husband was sitting next to me, his eyes narrowed with concern and worry. When the last nurse closed the door behind her, with a kind “I’ll be at the[…]

Financial Goals: Three Steps To Achieve Them

Financial Goals: Three Steps To Achieve Them

Posted on January 4, 2021 by Katie Burke, CFP®

And just like that, another year begins! Cast your mind back to the beginning of 2020. The world looked like a different place then, didn’t it? I’d be willing to bet you made some resolutions that, with the arrival and onslaught of the coronavirus pandemic, fell promptly by the wayside. We had bigger fish to[…]

Financial Moves To Make Before The Year End

Financial Moves To Make Before The Year End

Posted on December 7, 2020December 7, 2020 by Katie Burke, CFP®

Oh my – who can’t wait to see the back of 2020?! I think we can all agree that it’s been a bit of a shocker. It’s probably fair to say we’ve all had challenges to face, and I suspect we’re all hoping for a more peaceful 2021. And whether or not you have a[…]

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Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name, Method Financial Planning, LLC. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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