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
Retirement Planning: What Will Work Best for You?
Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. Let’s demystify the lingo and break down some of the most common retirement plans, so you can determine the best retirement plan for you: Common Retirement Continue Reading
Five Ways to Spring Clean Your Finances
Warmer days have many of us wanting to refresh our spaces and clear out the clutter. But while you’re cleaning up your home and minimizing unnecessary stuff, don’t forget to spring clean your finances, too. Taking some intentional time to organize your financial life can have major benefits all year long. Here are some tips to take advantage of the season and get your money under control: 1. Continue Reading
Financial Planning for Women: Tips and Challenges
International Women’s Day is Friday, March 8th, and it’s a day where we recognize the achievements of women, and the importance of gender equality. But it’s also a time to pay attention to the financial challenges women are still facing, and how to overcome them. Here are some of the top financial hurdles that women face, and what steps you can take to confidently achieve your Continue Reading
2024 Taxes: Tips for Filing and Important Changes
Tax time is here again, and if you’re not one of the 25 million Americans who have already filed, then you’re probably going through the process of gathering what you need and preparing to file. While you’re working through your tax season checklist, here are some updates and tips to help you along the way: 2024 Taxes Filing Date As usual, the deadline to file federal tax returns for most Continue Reading
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