Author: Tami McDonald

Tami W. McDonald, CFP®, is the founder of Brookstone Wealth Management. She has a Bachelor of Business Administration with a minor in Finance. She’s a graduate of the College for Financial Planning and an Accredited Private Wealth Advisor, and she holds a Certificate of Masters of Women’s Advisory (meaning she is specially trained to provide wealth advisory services specifically to women). Along with her CFP® and over 30 years in finance and investing experience, Tami holds licenses in Series 7 and 66, Annuity and Long-term Care Insurance.

How Bad Spending Habits Can Lead to Bad Investing Habits

Bad spending habits can endanger your financial future. Don’t let your bad spending habits lead to bad investing habits.

How Does Inflation Impact Current Retirees’ Portfolios?

Inflation can present a challenge for retirees but there are certain steps that investors can take to prepare.

Financial Planning: Find Your True North

Think of Your Advisor as Your Financial Coach

Managing your finances alone is like preparing for the big game without a playbook or an experienced coach to lead you to victory.

Your Financial Success is More than a Return on Investment

While choosing the right investments is important to every retirement plan, it takes more than a ROI to achieve financial success.

The Importance of Financial Literacy

A recent poll suggested that financial literacy is dropping. Learn the steps you can take to ensure you remain financially literate.

Financial Pitfalls for Couples – and How to Avoid Them

Regardless of your relationship’s maturity, it is never too late to become more financially savvy as a couple by avoiding these common pitfalls.

Breaking Gender Barriers and Stepping into Financial Independence

With several glass ceilings shattering for the first time in history, women have an inspiring opportunity now more than ever.

Making the Most of the Extended Tax Season

The IRS has extended the deadline for tax filing in 2021. These are a few things you can do to make the most of this extension.

Why Retirement Planning is Different for Women

Most women are likely to have independent responsibility for their finances at some point in time in their lives.

Keeping Your Sanity While Working from Home

COVID-19 has forced many workers into their homes, but the adjustment can be challenging. These tips will help you stay productive and sane.

Making Financial Decisions During a Pandemic

The COVID-19 pandemic has forced changes to our daily routines. Do not let the resulting background emotions sway your financial decisions.