The beginning of the year is buzzing with that motivational new year energy - but what about when summer hits? For most people, their new year’s resolutions are forgotten by February. By the middle of the year, you might find yourself running on autopilot instead of planning and acting with intention. Infuse your summer with some of that Jan. 1 energy, and you can still finish out the year with Continue Reading
How to Protect Yourself from Identity Theft
Identity theft is a real problem, and it can happen to anyone. Identity theft cases often spike, or are first discovered, during tax season. If you found suspicious activity while filing, or are hoping to protect yourself from other forms of identity theft, there are some important ways to fortify yourself against attack. Warning signs of tax identity theft Now that the tax deadline has Continue Reading
Financial Milestones You Should Celebrate
Managing your finances can feel like it’s all work and no play. But it’s not just about self-control, delayed gratification and complicated spreadsheets. You can, and should, leave room for celebrating. When you think of financial milestones, the big one that probably comes to mind is paying off debt. This is a huge goal for so many people, and it’s highly visible, meaning you know when you’ve Continue Reading
How to Practice Financial Self Care
It’s been a full year of the COVID-19 pandemic, and for some people, it has been extraordinarily challenging. For others, it’s been more of an inconvenience. But almost all of us are not quite where we expected to be in 2021. As you navigate the changes you may have made to your financial plan, don’t forget to cut yourself a break, too. The past year has been difficult for everyone, and there Continue Reading
What Do You Need to Start a Business?
In my time as a financial advisor, I’ve had quite a few self-employed clients in a variety of industries. Along the way, I’ve learned what my clients need when they decide to start a business. For those that are looking to transition from full-time employment to self-employment, we usually go through a process like this: How to Start a Business: The Dreaming Stage Before you start a business, Continue Reading
Check These Spring Financial Tasks Off Your List
Taxes get all the attention each spring, but there are some other spring financial tasks that you might be forgetting about. Tax day has moved to May 17th this year, but that doesn’t mean other key deadlines have changed. Here are some additional tasks to take care of this time of year: Spring Financial Tasks: IRA Withdrawal Deadline Did you or a loved one recently turn 72? If so, mark April Continue Reading
Creating Your Personal Investment Pillars
What’s your personal investment philosophy? How do you decide what to invest in, and when? Knowing the answers to these questions can help you build a portfolio designed to stand the test of time. But before you can answer those questions, you first need to know your personal investment pillars. These are the rules and standards you follow whenever you’re considering buying, selling or changing Continue Reading
The Benefits of Filing Taxes Early
It’s tax time again! It may not be the most wonderful time of the year, but it is a necessary evil. If you tend to put off filing taxes until the last minute, you might want to consider filing taxes early this year. Here are a few of the benefits of sending in your taxes early: Why You Should Consider Filing Taxes Early in 2021 We actually had to wait 16 more days to begin filing taxes this Continue Reading
How to Plan a Money Date Night (That You Won’t Dread!)
“Date night” and “financial planning” are two things you might not usually put together. However, with a little planning and an open mind, a money date night can be responsible and romantic. Not convinced? Here are some reasons you should incorporate money talk into your usual date night plans: Plan a Money Date Night - Because Money Matters Money may not be everything in a relationship - but Continue Reading
Roundup: How to Set Achievable Financial Goals
A few weeks into the new year, how are your resolutions going? Have you veered off course? If you have, you’re not alone: Most people ditch their resolutions by February. If your resolutions are already losing steam, don’t worry: You still have plenty of time to make a plan that works for you. Here’s how to set financial goals that’ll hold up even through another uncertain year: Find the Finish Continue Reading
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