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
Money Personality and Your Relationship
What’s your money personality? If you’ve never heard of it before, Money Habitudes is a game-like assessment that helps people understand their approach to money, and how they can work with others. Everyone has a money style that impacts how they view, spend and save money. Understanding why you and your partner use money differently can cut down on financial fights and misunderstandings, which Continue Reading
Five Ways to Combat Money Stress
If you’re feeling stressed about money right now, you’re not alone. A 2022 study from the American Psychological Association found that 65 percent of respondents felt that finances were a significant source of stress. After dealing with high inflation, increasing interest rates, market instability and a global pandemic, it’s no surprise that many of us have felt overwhelmed the past few years. Continue Reading
Getting Ready for the New Year
As 2022 winds down, now is the ideal time to set yourself up for success in the new year. Give yourself time to really look through the past year, what worked, and what you might need to change or adapt in the year ahead. Taking stock of the reality of your situation, whether you’re where you want to be or not, frees up some room for you to dream, make goals and take appropriate action. Not Continue Reading
Hurricane and Natural Disaster Preparedness
After making landfall as a major hurricane, Hurricane Ian caused exceptional damage and serious impacts for residents in its path. This storm, like many before it, caused destruction that will require weeks, months and even years of recovery and rebuilding efforts. These storms, like tornadoes, earthquakes and blizzards, are an unfortunate fact of life. You might not be able to prevent a storm Continue Reading
How to Improve Your Financial Literacy
April is financial literacy month, which is intended to empower people to understand and steward their money well. This is a topic that I’m passionate about, because I believe that everyone should have access to the knowledge that will help them create wealth and stability in their lives. In honor of financial literacy month, here are some ways you can improve your own financial knowledge: 1. Continue Reading
Resolutions for the New Year: 5 Great Ideas and How to Implement Them
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
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