Once you hit middle age, it can be a bit challenging to navigate the next moves in your finances and career. Should you take a chance on a new job, or stick with your current position? Do you know when you want to retire? Are you saving enough for the retirement you want? Wherever you’re at with your plans, watch out for these common midlife money myths along the way: Midlife Money Continue Reading
Your Guide to a Financially Healthy Holiday Season
The holidays may be joyful, but if you’re not careful with your spending, they can also leave you with a sense of dread and regret. In 2023, 34 percent of Americans went into debt for the holidays, by an average amount of $1,028. The good news is that number has come down over the past couple of years, falling to its lowest number since 2017. But holiday spending is still a struggle for Continue Reading
How Presidential Elections Affect the Financial Markets
We are days out from the next U.S. presidential election, and while we can’t predict the outcome, we can predict that there will likely be a response from the financial markets. Exactly how the markets will react is less clear, but history has shown us that in times of great change or uncertainty, markets react. Here’s what might happen as we approach election day, and in the weeks and Continue Reading
Open Enrollment: 5 Steps to Review Your Benefits
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
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