Resources

For Adria Meehan Siewert

Financial Planning

5 Financial Considerations for Couples Before Tying the Knot

Before tying the knot, couples should talk finances. Explore five key money topics—debt, joint accounts, savings habits, housing plans, and career goals—to build a strong foundation for a healthy financial future together.

Adria Meehan Siewert CFP®, ChFC®, AIF ®

May 25, 2021

Businessman on a private plane looking out a window.

Financial Planning

If I’m Single, Do I Still Need Life Insurance?

Think life insurance is only for families? Discover why singles may still benefit—from covering estate taxes to supporting loved ones or leaving a legacy.

Adria Meehan Siewert CFP®, ChFC®, AIF ®

May 11, 2021

Grandparents with grandchild on grandfather's shoulders

Retirement

It’s Not What You Make that Matters; It’s What You Save

Is saving 10% of your income enough for retirement? Learn why experts now recommend saving 15–25%, how to start early, live below your means, and build long-term financial security.

Adria Meehan Siewert CFP®, ChFC®, AIF ®

Dec 13, 2015

Financial Planning

Financial Planning in Your 20s

Just starting your career? Learn six smart financial tips—from budgeting and debt management to investing and insurance—to build a strong foundation for your future.

Adria Meehan Siewert CFP®, ChFC®, AIF ®

Sep 14, 2015

How to Overcome Women's Retirement Challenges

Financial Planning

4 Things Kids Can Do with Their Money

Teach kids smart money habits with a 4-slot piggy bank: Spend, Save, Donate, and Invest. Learn how this simple tool builds lifelong financial literacy in a fun, hands-on way.

Adria Meehan Siewert CFP®, ChFC®, AIF ®

Apr 13, 2015

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5 Financial Considerations for Couples Before Tying the Knot

If I’m Single, Do I Still Need Life Insurance?

It’s Not What You Make that Matters; It’s What You Save

Financial Planning in Your 20s

4 Things Kids Can Do with Their Money