Blog
Keep reading for Katapult's latest blog posts!
A Year-End Thank You
I want to express my sincere gratitude for your business, loyalty and support. May 2026 bring you lots of love, good health, and many, many opportunities for joy. Happy New Year!
Read MoreWhat It's Like to Work Together
New experiences can stress me out when I don't know what to expect. If anxiety about the unknown is holding you back from working with a financial planner, keep reading to learn more about what it would be like for us to work together.
Read More2024 Annual ADV and Privacy Policy Delivery
Katapult Financial Planning is required to provide specific disclosures to our clients on an annual basis. Each year we complete an Annual ADV Amendment filing. The annual filing highlights any material changes to our Form ADV Part 2A...
Read MoreSaving Brenda & Eddie
Were Brenda and Eddie always doomed? Could they have saved their marriage if they had communicated more openly about their finances?
Read MoreFinancial Wellness Month
What does SpongeBob dressed like a pirate have to do with financial wellness? Keep reading to find out!
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A Thank You To Katapult Clients
As 2023 comes to a close, I want to express my sincere gratitude for your business, loyalty and support. May 2024 bring you lots of love, good health, and many, many opportunities for joy. Happy New Year!
Read MoreIt's that time of year again!
Medicare Open Enrollment is here until December 7th! Take advantage of the opportunity to review your coverage to make sure it's still the right choice for you.
Read MoreAnnual ADV and Privacy Policy Delivery
Annual ADV and Privacy Policy notification.
Read MoreWhat's this SECURE Act 2.0 I keep hearing about?
The SECURE Act 2.0 was signed into law on 12/29/2022 with the goal of improving Americans' retirement preparedness. Read on to see what was included in the Act.
Read MoreThe Cost of Timing the Market
No one likes losing money during a market downturn, but trying to time the market can end up costing you more over the long term compared to staying put and riding out the storm.
Read MoreMom's Money Moments
I was lucky to have a mom who taught me some valuable lessons about money from an early age.
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