Back-to-school season is here, and you don’t have to be a student to take advantage of that feeling of renewal. This is the perfect time to open a fresh notebook, review your finances and make a plan for the rest of the year. Review Your Year: Fall Financial Reset Get started by taking stock of where you are right now. Look back at your spending, saving and investments from this year, and note Continue Reading
Managing Money Stress in Turbulent Times
When your financial future feels uncertain, it can cause significant money stress in your life. And right now, there is plenty of uncertainty. From shifting policies and trade tensions, to rising prices and inflation, many people are finding it difficult to manage their finances and plan for the future. However, there are steps you can take to feel more in control of your money, and more Continue Reading
Roundup: Top Financial Planning Tips for Women
Feeling financially empowered is important for everyone, but women have some unique hurdles that can hamper their confidence with money. Here is a roundup of my top financial planning tips for women looking to improve their money situation and feel more in control of their financial destinies: Financial Planning Tips for Women: Start Money Conversations Early It’s often said that girls are Continue Reading
Midlife Money Myths: Finances After 40
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
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
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
How to Cut Down on Money Stress This Year
So many people try to jump right into making changes in their financial life without spending time working on their mindset. Don’t underestimate the power of your thoughts and beliefs; they can have a very real effect on your success. Here are some ways you can tackle your goals this year with less stress, more confidence and the habits you need to see real progress: Avoiding Money Stress: Continue Reading
Organizing Your Fall Finances
The final months of the year can be busy, chaotic and overwhelming – but they don’t have to be. With some advance preparation, you can enjoy the fall and holiday seasons and feel like you’re on top of your fall finances. Look back at the year so far Take some time to look at your spending, saving and investments from the year so far. If you feel like you’re off track anywhere, keep that in mind Continue Reading
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