2018 is only a couple weeks away! It's always good to close out the current year in the best way possible before you dive into a new one. Here are some year end financial tips to help you wrap up 2017 and launch your new year feeling organized and prepared: 1. Take a Minute to Reflect One of the biggest mistakes you can make is to forget to reflect on the ones you made already. You don’t need Continue Reading
6 Financial Planning Moves for your 40s
The financial planning moves that helped you build a foundation or support your family awhile ago may not be enough now that you’re in your forties. This decade might be the first time you really feel the pressure of a looming retirement, send your kids off to college, or debate downsizing your family home. Wherever you are in your forties, there are some universal money moves Continue Reading
Donate Money after a Disaster
The recent hurricanes, earthquakes, and wildfires have disrupted thousands of people's lives around the world. These storms have destroyed homes, displaced families and forced the victims to begin rebuilding their lives. Naturally, many people rush to send whatever they have on hand to help, like canned food and clothing. One of the best ways to help the victims after a disaster is by donating Continue Reading
Best Physician Money Books for Investing & Financial Planning
When clients ask for book recommendations, I like to give them titles that are as helpful to their lifestyles and careers as possible. This list isn’t necessarily physician-specific, but they do address some of the common themes and questions that come up for doctors planning out their finances. Here are some of my picks for physician money books for doctors: Investing Books for Doctors The Continue Reading
Financial Goals: Summertime Review
Happy June! Does it feel like you were just setting your goals for 2017? More importantly, can you remember what those goals were? If you forgot about your financial goals for the year by Valentine's Day, you're not alone. Nearly every person who sets resolutions doesn't achieve them. But the year isn't over, and you still have time to make serious strides before the year's end. Or, if you Continue Reading
Spring Cleaning Your Finances
Longer, warmer days are the perfect excuse to open the windows and clear out the clutter. Just like spring cleaning out your space helps clear your mind, organizing your finances can show you where you need an adjustment. Spending just a few dedicated days a year to your finances can help you make massive changes, and spring is an ideal time for that. Here are some tips to take advantage of the Continue Reading
Changing Your Mindset to Grow Wealth
Happy New Year! 2017 is here, and most likely you've seen dozens of lists already about how to set goals or make the best resolutions (you can read our tips for setting resolutions that stick here and here). These lists crop up annually, but they never seem to have very groundbreaking advice when it comes to actually fulfilling financial planning resolutions for established Continue Reading
Managing Your Year End Financial Checklist
The end of 2016 is rapidly approaching, but before you can set your tasks and goals for the year ahead, it's a good idea to wrap up the ones still on your plate. Here are some things you can do to finish off the year and start fresh on the right foot: 1. Take Stock of Your Year When you started 2016, chances are you had some goals and ideas in place for the year ahead. What are you still Continue Reading
When Money Doesn’t Buy Happiness
Money can buy you plenty of things - comfort, security, opportunity, experiences. There's nothing wrong with appreciating what money can buy you, or enjoying life's luxuries, big and small. But it's also important to know that money has its limits. The way you spend your money is very revealing. It shows where your priorities lie and what drives you. Ultimately, money can buy you a Continue Reading
How to Earn More from Investing in Yourself
You can have excellent savings, a rewarding career, a healthy retirement account, and a well-rounded portfolio and still feel trapped. If you're working hard on growing in your job, or investing time in your relationships with loved ones, it can be easy to forget about the most beneficial thing to invest in: you. You are your greatest asset. If you should lose your job, or suffer a serious Continue Reading
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