Entries by Veronica Cabral

Welcome Jennifer Battles, “JB”!

Have you met JB, Warren Street’s newest face? Hailing from Georgia, JB is a passionate, caring Client Service Associate, and she’s excited to help support your financial needs. Get to know JB in our latest blog!

Meet the Team: Emily Balmages, CFP®

In a world full of uncertainty, your Warren Street advisors are here for you. Get to know our advisors’ fearless leader, Emily Balmages, CFP®, CRTP, here — and learn how she cares for clients as our Director of Financial Planning.

DIY Credit Repair

If you’ve struggled with credit, it can be tempting to look for a quick fix or fall victim to a scam that will end up making you spend more money. You can work on repairing your credit yourself, and you should.

Form 5498 – What is it?

Form 5498 – What is it? If you have an IRA open, then you might have received a form in the mail. This is Form 5498, and it summarizes the type of IRA that you have (traditional, Roth, SEP, or SIMPLE) and the total annual contributions made to the account for the previous tax year. […]