IMPACT YOUR WEALTH
Insight and observations from CFP® Debbie Bishopp
2020 the year of the Life Lessons
Wow, 2020, where do I begin? I’ve been telling clients for about 4 years, “The market is pretty high, this could be the year that we see a correction”—sure didn’t have any idea that it would be a virus that would take us down and then, after a huge correction be back...
What do the Elections mean to my Investments?
Election Season is here. In my 30+ years of being a financial planner, this is my 8th election. I don’t know if it’s my memory failing me or if this is just a really heated presidential election (hope it’s the latter) but in all of these years, I have never been asked...
To save for college or pay student loans: that is the question
How will you pay for your baby’s college education? When you are lovingly looking into your newborn baby’s eyes, you probably aren’t thinking, “How will I pay for college?” Unfortunately, that is exactly when you should be thinking about it and immediately begin...
Refuel, Refresh, Regenerate
Self-care is essential, especially now Happy summer! This month I thought in honor of summer and part of the staycation mentality I would talk about self-care. Self-care is always important but during this pandemic I think it is crucial to our well-being. If you...
Encouragement, we can all use some
In April I made a list of all the good things that had happened because of Covid. I am a “The glass is half full” kind of person by nature but in April, I was in more of a “Not only is the glass empty, it’s been smashed” mood. The list was to force me to see something...
Taking Responsibility
Responsibility Here we are, facing a situation that we’ve never faced before. Most of us have been sheltering in place for close to two months and are anxiously awaiting the green flag, or is it yellow, to give us the go ahead to proceed cautiously out into the world...
1st Anniversary Birthday Blog
Happy 1st Birthday Wow, what a difference a year can make. Hard to fathom that a year ago I was writing my first blog for this website, we were planning for my son’s high school graduation, going to college orientation and getting ready for a trip to Europe. This year...
Positivity, Position, Progression
March 2020 COVID-19 Pandemic Well, March has been quite an experience. My February blog on the coronavirus demonstrates that we had no idea what was about to hit us and I don’t think we know the full measure of this quite yet. My heart and prayers go out to the world...
Coronavirus Impacts the US Market this Week
Who knew that when I wrote last month’s blog on planning your funeral that this month’s topic would be the coronavirus. I wanted to approach this topic as a public service announcement as well as how it is affecting the market. I hope you find the information helpful....
Planning your funeral—a 2020 Goal?
Yes it’s late January and reportedly 80% of us have already thrown in the towel on our New Years’ resolutions. Yep, that’s why I’ve given them up completely and instead opted for the 20 for 2020 approach. I came up with 20 different things I’d like to do in 2020, some...
Christmas Communication: Blessing or Burden?
The sparkling cards with heartfelt blessing for the season, letters recounting the year’s activities – they are some of the first heralds of Christmas time! I love reading what’s happening in peoples lives and to share our family’s adventures. Who doesn’t? Well,...
It’s always time to be Thankful!
With Thanksgiving right around the corner, I started reflecting on the year. It is so easy to get caught up in the day to day and lose sight of the big picture.
Let’s learn about HSA Accounts
Learn about benefit that your employer may be offering–an HSA (Health Savings Account) through your High-Deductible Health Savings (HDHP) care plan and why I think they are a POWERFUL retirement savings tool.
How to budget for a more abundant and fulfilling life
Do I have to give up my current life style to save for my future? I recently read that Americans are behind on saving for retirement but that they are taking steps to catch up. While that’s not a surprise to any of us, and I’m happy to hear we are trying to catch up,...
Arizona Durable Health Care Power of Attorney: How can you protect your child when he/she leaves home and give yourself peace of mind?
Are you sending your child off to college, a mission, a gap year or to study abroad this fall? If so, I am adding one more job to your list before you kiss them and send them off. Are you prepared? I was recently reminded that once your child turns 18, you lose the...
What’s on your Bucket List?
Dissé-sous-le Lude, France It’s summer. Summer has always been my favorite season, school’s out, sun’s out and the world is just a plane ride away. But hey, if you don’t love the summer sun and heat, you can always go to the southern hemisphere and enjoy winter...
Life Insurance Strategies: What would your family do without you?
The dog days of summer, what does that really mean? I always thought it meant that things moved a little slower, especially here in the heat of Arizona. You can picture a dog lounging around without a care but it actually refers to “the dog star, Sirius, and its...
College Tuition: How to Pay for College Education Without Going into Debt?
Hello to the month of May! I have a son graduating from high school at the end of month, heading to college and I became a Great Aunt over the weekend. What do both of these events make me think of? How to Pay for College Education Without Going into Debt? As of March...
Welcome to Impact Wealth Advisory
Welcome to Impact Wealth Advisory, my new website, and the first blog entry. For the inaugural entry I’d like to tell you a little bit about myself. My name is Debbie Bishopp and I have been a financial planner for more than 30 years. I recently had the opportunity to...
Debbie Bishopp, CFP®
Impact Wealth Advisory, PLLC
428 S. Gilbert Road, Suite 109, Gilbert, AZ 85296
debbie@impactwealthadvisory.com
Direct Phone: 480.287.2311
Contact Debbie
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Color of Money Risk Analysis
Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its advisors do not render tax, legal, or accounting advice. Insurance products and services are offered through Impact Wealth Advisory, PLLC. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Impact Wealth Advisory, PLLC is not affiliated with Gradient Securities, LLC. Impact Wealth Advisory, PLLC and Gradient Securities, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.
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