Author Archives: Amy Wolff

Amy Wolff

About Amy Wolff

Amy Wolff’s clients describe her as a financial educator and coach. She listens to their diverse concerns and guides them through life’s most stressful transitions toward confident financial literacy and independence. By remaining accessible and open to any question, Amy helps clients avoid pitfalls and make decisions today that align well with their plans long-term. Her approach to personalized financial guidance has given countless clients a non-judgmental place to make well-reasoned financial decisions for their futures and their loved ones. Amy is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a Certified Divorce Financial Analyst™ (CDFA®). Feel free to learn more at www.ajwfinancial.com Amy Jensen Wolff, CFP®, CDFA® 3300 Edinborough Way, Suite 550 Edina, MN 55435 Phone: 952-405-2000 www.ajwfinancial.com Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Investment Advisory Services also offered through AdvisorNet Wealth Management. Cetera is under separate ownership from any other named entity.

May 29, 2017

Teaching Your Kids About Money – Teenagers

Sometimes your teenage children think they know everything. Do they know that if they saved the $6 they spend each day on a super antioxidant smoothie (or caramel macchiato), in 8 years they could buy a 4-door sedan in soul Continue reading…

October 3, 2016

Teaching Your Kids About Money – The Early Years

What are you teaching your children that will best prepare them for a successful adulthood? To be polite and say thank you? To believe in themselves? How about that if they save 15% of every check they ever earn, they Continue reading…

September 26, 2016

Estate Plan Must Haves! – Lessons Learned Post-Prince

A will is the cornerstone of your estate plan. It allows for an organized distribution of your assets after you pass. Not only does it make sure that your assets end up with your chosen loved ones, it also reduces Continue reading…

September 7, 2016

Five Simple Rules for Happiness, In Honor of Happiness Month (August)

Categories: Mental Health

Although happiness can sometimes seem elusive, keeping in mind the 5 Simple Rules for Happiness below will help: Free your mind from hatred Free your mind from worries Live simply Give more Expect Less It struck me one day that Continue reading…

July 27, 2016

Emotional Decision-Making When Markets are Volatile

There’s no question that periods of increased market volatility, like we have seen recently, can be unsettling. However, deciding to move to the sidelines versus staying the course can have long-lasting implications. In fact, making emotionally-based decisions in regard to Continue reading…

July 11, 2016

Identity Theft – Credit Freeze

Recently, a friend told me that a good Samaritan found and returned the wallet he had lost the previous day. The funny thing he said, was that the credit cards and money were still there but his driver’s license and Continue reading…

May 16, 2016

Single Parents Often Walk a Financial Tightrope

Being a single parent demands so much of a person’s time and energy that taking care of longer-term financial concerns often take a back seat. So many single parents face financial restrictions that make it seem they are constantly on Continue reading…

May 3, 2016

Investing in yourself can be the most profitable investment that you can make.

While we financial advisors need to know a lot about numbers, we often use some shortcut “rules-of-thumb” to make quick estimates.  Two of those rules-of-thumb are the Rule of 72 and the Rule of 115. The rule of 72 is Continue reading…

April 27, 2016

Invest in Yourself

Categories: investingMental Health

Is money a little tight and it seems you’ll never get ahead in life? Perhaps it’s time for you to invest in yourself. In fact, investing in yourself can be the most profitable investment that you can make.  Three possible Continue reading…

April 13, 2016

Getting Help Following Divorce, Part 2 – How to choose a Financial Planner

Determining who is best qualified to help you reach your financial goals, understanding what they can do for you, and getting clarity on how they get paid for their services may be a challenge if this is all new to Continue reading…