Fall is here; have you reviewed your workplace benefits yet? For most American employees, open enrollment kicks off in October and November, and wraps up in January. This is your opportunity to assess your benefits and make any changes as you head into the new year. Here are five steps to review your benefits in 2025: Review Your Benefits: Reflect on the Past Year Many people re-enroll Continue Reading
Federal Reserve Rate Cut: What it Means for You
The Federal Reserve cut interest rates by a higher-than-expected half point at its September meeting, marking the first rate cut in over four years. The Fed’s range now sits between 4.75 and 5 percent, which is the lowest we’ve seen since the spring of 2023. Rate cuts can impact everything from stocks and housing to employment and inflation – so what does this decision mean for the economy Continue Reading
Finding Your Best Investing Strategy
Your ideal investing strategy will be unique to you: your life phase, goals and risk tolerance will all play a role in informing your “ideal” methodology. But with so much conflicting advice everywhere you look, how are you supposed to know which strategies will work best for you? Here are some steps to nailing down your best investing strategy: Finding Your Best Investing Strategy Tip #1: Continue Reading
Fall Checklist for Financial Wellness
Even as an adult, that back-to-school energy can make you want to buy a fresh notebook and get organized. So why not embrace it? The last few months of the year are often some of the busiest, so now is a perfect time to get prepared and check off some important tasks before your schedule gets too overloaded. Financial Fall Checklist: Prepare for upcoming expenses For many people, the last Continue Reading
10 Money Lessons I’ve Learned as a Financial Planner
In the 10 years I’ve spent running a financial planning firm, I’ve learned a lot about how people handle (or don’t handle) their finances. And it doesn’t matter how much money someone has coming in; it can still be challenging to manage money and investments well. Here are the top ten money lessons that I have learned after working with more than 150 clients over the past decade: Money Continue Reading
Your Richest Life Celebrates Ten Years!
Your Richest Life is ten! When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. I hoped to empower and educate my clients, and show them that their dreams were possible. There have been plenty of lessons learned along the way, but at its core, the mission Continue Reading
Physician Retirement Planning: How to Prepare
On average, physicians are the highest paid professionals in the U.S. But even the best paid physicians need to plan carefully for their retirement, and make sure they’re truly putting away enough to be comfortable in their golden years. Here are some ways to assess your own savings, and retire without financial strain: How much should you save? Despite the higher earning Continue Reading
Check in with Your Financial Goals this Summer
For many of us, the financial goals we set in January are a distant memory by June. That New Year enthusiasm can become dulled by the stress and reality of everyday life. But you don’t need to wait until next New Year’s to get excited about your goals again. Summer is the perfect time to get reacquainted with your goals, and see if you need to make any changes to get back on track. Checking Continue Reading
How to Save on 2024 Summer Travel
Americans will be traveling in record numbers this summer, and they plan to do it on a budget. According to NerdWallet’s 2024 summer travel survey, about 45 percent of Americans will be booking a flight or a hotel stay this summer. Of those, about 91 percent of travelers will be making travel decisions to save money, like driving instead of flying or choosing more affordable accommodations. If Continue Reading
Buying a House in 2024? What You Should Know
The past few years have been particularly difficult for home buyers, and 2024 buyers are facing many of those same challenges. Inventory is low, prices are high, and interest rates are still sitting at around 7 percent. Here are some of the factors impacting the housing market, and what might be on the horizon over the next couple of years: Buying a House in 2024: What’s going on with the Continue Reading
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