Articles

New Beginnings

By Katherine Liola | September 1, 2018
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My oldest baby girl is starting Kindergarten this fall! Five and a half years have flown by. Sometimes it seems like I was just watching her take her first steps while other times I can’t believe she is only starting kindergarten. I am so excited for her. She will be walking through the big red…

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Adding to Life

By Katherine Liola | August 1, 2018
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There are often so many areas of our life that we want to effect positive change. It can be overwhelming to begin especially when our lives can seem so full and hectic. We either don’t know where to begin or we begin following a plan that was not well designed for us as individuals. These…

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College Prep

By Katherine Liola | July 1, 2018
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Twenty one years ago I was on the verge of starting my college adventure in Boston. Sharing summer memories with high school friends and shopping for my freshman dorm were at the top of my priority list. I was ready – at least so I thought. I quickly realized in my first few weeks that…

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Summer Working Lessons and Fun

By Katherine Liola | June 9, 2018
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Summer is pratically here. There is so much to look forward to – dinner on the grill, bike rides with the family, afternoons at the pool and long summer nights hanging out with friends. The relaxed schedule and longer days bring so much joy. I still vividly remember my own summers as a kid –…

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Being Risk Aware with your Money

By Katherine Liola | May 9, 2018
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We take risks every day; driving, sharing personal information on the internet, participating in our favorite activities. We often do not even worry about the risk we take in these everyday activities, likely because we feel safe or have a high level of comfort with the experience of each activity. Risk in many respects is…

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2018 Midyear Update

By Katherine Liola | May 1, 2018
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In his 2018 Midyear Update, Commonwealth CIO Brad McMillan reviews how the economy and markets have fared in 2018, plus likely risks on the horizon.   Follow Katherine Liola’s Financial Fitness Planning Tip of the week every Friday on Facebook, Twitter and LinkedIn. Advisory services offered through Commonwealth Financial Network®, Registered Investment Advisor.

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Failing Forward

By Katherine Liola | April 9, 2018
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As a kid I was risk averse to anything that scared me – roller coaster rides, riding my bike down steep hills, even hanging around kids who walked a more gray line around rules. I am not sure if I was this way because I was the oldest in my family or if it was…

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Adventures Ahead

By Katherine Liola | March 9, 2018
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I still remember counting down the number of “sleeps” until vacation as a kid – whether it was vacation from school or a planned family trip – the anticipation of something new and different was always exciting for me. I was the oldest of 5 kids. There was not a ton of discretionary money left…

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February Checklist

By Katherine Liola | February 1, 2018
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One month into 2018! It is a great month for setting up your success for the year ahead. At this point, you may be doing really well with your goals and just need a reminder on what is important to you or you might need a reminder of what inspired you at the end of…

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Happy New Year!

By Katherine Liola | January 2, 2018
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Happy New Year! One of my favorite things to do is reflect on the past year month by month. It is an opportunity to celebrate and learn from the previous year’s highs and lows. I also love that it is a time for new beginnings. The challenge however is that resolutions are difficult to keep…

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