Andrea Travillian

Andrea Travillian

Andrea has been self-employed since 2002 and has learned about entrepreneurship from the inside out!  

Andrea's official training is in finance with a degree from the University of Iowa. Upon completion she worked in banking. With additional career opportunities to follow involving work in corporate finance with budgets and forecasts, taxes, and retirement investing both in the United States and in Australia. During this time she completed her MBA from Creighton University.

In 2002 she left the corporate world and started an event planning company. While loving the  event planning world the hours did not fit her family goals. Thus in 2007, she planned her final wedding and opened a bookkeeping business.

That bookkeeping business has morphed into what is Take a Smart Step today.  Along the way she got her coaching certificate, created processes and workbooks galore (cause she loves structure), and learned way more than she ever thought she could about running a small business.

Andrea now guides business owners to maximize profits while ensuring they invest those funds for their future.

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  1. Retirement Savings

    These are John Hancock’s Top Funds for Retirement

    John Hancock's fund lineup is vast, so here's a quick primer on what could be its best funds for your retirement portfolio. ...
  2. Stocks

    Single Stocks in Your Portfolio: Pros and Con

    Single stocks can be rewarding, but they can present some downside risk for your portfolio, too.
  3. High Net Worth Strategy

    Why Millionaires Think They’re Middle Class

    Recent studies show that a large percentage of U.S. millionaires classify themselves as middle class. Here's why.
  4. Retirement Savings

    How much Millennials need to save to retire comfortably

    Millennials may not be worrying about retirement just yet, but they should be thinking about how much they'll need to save.
  5. Annuities

    Better for Retirement: Dividend Stocks or Annuities?

    There's a lot to take into account when deciding between dividend stocks or annuities for retirement planning. Here's what ...
  6. Financial Planning

    Build a Better Financial Plan with Mind Mapping

    Here's how to use mind maps to better assist your financial planning.
  7. Mutual Funds

    A Look at Barron's Top 5 Mutual Fund Families

    These five mutual fund families were rated tops by Barron's. Here's why.
  8. Mutual Funds

    Top Vanguard Funds for Retirement Diversification

    These Vanguard funds offer diversification and low fees for retirement savers.
  9. FA Profession

    Tips for Advisors Who Retire & Sell Their Practice

    Many financial advisors are leading a practice without ideas about how it will continue after they retire. Here are a few ...
  10. Robo-Advisor

    5 Robo-Advisor Apps for Your Smart Phone

    These five robo-advisors allow you to manage your finances in the palm of your hand.
  11. FA Relevant

    Why Saving Too Much for Retirement Can Be a Big Mistake

    Planning how much you need for retirement is not an easy task – there are many variables to consider. Here's a little help ...
  12. Financial Technology

    Fintech: Why Advisors Should Be Embracing It

    To protect your advisor business and profits, you need to embrace financial technology and make it a priority in your strategy.
  13. Mutual Funds

    Janus & Henderson Merger: Prepare for Consolidation (JNS)

    Here's a look at where there is fund overlap and potential for consolidation in the wake of the merger between Janus and ...
  14. ETFs

    ETFs That Hedge Dividend Stocks (DFND, DIVA)

    These two ETFs hedge dividend stocks by employing a long-short strategy.
  15. FA Profession

    Advisors Face More SEC Reporting Requirements

    The SEC has mandated that investment advisors provide more disclosure on separately managed accounts and performance numbers ...
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