Every year, 80 percent of New Year’s resolutions fail by February. For most people, their goals for the new year barely last a month, let alone all year. So, how can you set resolutions that are among the achievable 20 percent? If you’re struggling to set goals, here are five ready-to-go resolutions that have staying power: Boost retirement savings If you haven’t changed how much you’re putting Continue Reading
How to Set Yourself up for Financial Success in 2021
Leaving 2020 behind doesn’t mean we’re leaving all the drama behind, too. 2021 is still a pandemic year, bringing heaps of uncertainty with it. There are reasons to be optimistic about 2021, however. And reasons to be careful. So how do you strike a balance between cautious and hopeful in your New Year’s goals? The short answer is this: prepare for the worst, but hope for the best. Here’s Continue Reading
Is Your Financial Planner Right for You?
Like any good relationship, the one you have with your financial planner should be built on trust, understanding and effective communication. When you have a good working relationship with your financial planner, you’re more likely to be successful. So what should you look for in a planner, and what makes up a strong client-advisor relationship? Here are some of the key qualities and Continue Reading
Busting Top Budget Myths
Anytime there’s a big change in your home, family or career, it’s a good time to look at the foundation of your financial plan: your budget. Everyone needs a budget. It doesn’t matter how much or how little you earn, or how boring it sounds - you do need one! I want to break down some of the biggest budget myths I hear about, and maybe convince you that it’s well worth your time and energy to Continue Reading
Create an Emergency Fund That Has Your Back
When the country went on lockdown back in March, so many people found themselves in a really tough situation. Half of all U.S. citizens have less than $400 saved, and for those who do have savings, they often only have enough for a month or two. Nobody assumes their job will disappear tomorrow, but as we’ve seen this year, anything can happen. If you’re one of the millions of Americans who was Continue Reading
3 Ways to Adjust Your Financial Plan During the Pandemic
What goals did you set for your financial plan when 2020 started? Maybe you were going to max out your retirement accounts, contribute a certain amount each month to your kids’ 529 plans or pay off student loan debt. One thing is certain in financial planning: There will always be changes. At some point, plans will change, emergencies will happen, markets will drop. So whatever you had in mind Continue Reading
2020: Financial Goals for a New Decade
The twenties are back! And with them comes a chance to look at the upcoming decade and map out some long-term financial goals. What will your life look like 10 years from now? Where do you hope to be by 2030? The start of a new decade is an excellent opportunity to look not only at the upcoming year, but also at your long-term goals and what you hope to accomplish over the coming decade. One of Continue Reading
Year-End Money Checklist: 2019
The end of 2019 is here already, and with just a month to go, there are some simple things you can mark off your money checklist to set yourself up well for 2020. Prepare for the year ahead with these tasks, and you’ll feel a lot more confident when you ring in the new year. 1. Money Checklist for the End of the Year – Max Out Retirement Accounts Maxing out your retirement accounts is a good Continue Reading
Natural Disasters: Prepare Your Family and Help Others
The Dallas, TX tornado and devastating California wildfires are the most recent reminders that disaster can strike anywhere, at any time. Rebuilding after a natural disaster is expensive on so many levels. That’s why it’s so important to be prepared yourself, and to know how to best help communities and individuals as they rebuild. Natural Disasters Preparedness for Your Family Too often, Continue Reading
How Physicians Can Choose the Best Financial Planner
Physicians have financial needs that are different from professionals in other fields. Depending on your specialty, you might work mostly on contract, for a hospital or for the government. That, coupled with student loan debt you likely have from medical school, makes for a unique situation that shouldn’t be handled with a one-size-fits-all approach. You’ll know it’s time to think about getting Continue Reading
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