Face it, you’re out of college, or about to be, and, it’s time to start thinking about many parts of your future.
Thought Leadership
How to Handle Your Medical Student Loans Like a Pro
When it comes to handling your medical student loans, most of the generic advice out there just isn’t a fit for your situation.
Wedding Financial Checklist
You’ve spent hours planning for the big day – flowers, photographers, dress…now spend a few minutes planning the rest of your life.
Unique Holiday Gifts That Really Give
Are you looking to give a different kind of gift this year – one that really shows how much you care?
Beth D’Andrea Provides Financial Tips for Main Line Today’s Divorce Guide
The Main Line Today article is aimed at helping people emerge from divorce “stronger and wiser, with a bright future.”
Beth D’Andrea Named FPA-Philly Board Member
She founded PlumTree Financial Planning in 2007 to make wealth management accessible and financial goals achievable to everyone.
What Did You Miss on Your Last Financial Review?
My epiphany was that everyone can really use a financial check-up with a professional financial planner, if necessary.
5 Ways to Take Back Your Finances
The fact is that if you don’t know what’s going on with your finances, you may be in for a big shock.
What’s Your Plan?
Nobody owns the words Financial Planner and nobody regulates their use, so anyone can call themselves a Financial Planner.
Who Needs a Financial Plan?
You need a plan to know that your money is working as hard for you as you are for it.
How Have We Slid So Far, Financially, in One Generation?
I meet Millennials every day in my practice, some with student loans the size of a mortgage at rates as high as 7%.
Are Investment Advisors Managing Your Money without a Plan?
How in the world do you tell someone how to invest their money if you have no plan – or worse yet, don’t understand the client’s plan?