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Are you already losing momentum with your 2023 financial resolutions? 😔 If you’re someone who makes goals every year, but doesn’t always achieve them, then this video is for you. To create a realistic financial goal, I use a few, simple steps that you can model. You can also check
If you could go back in time, what age would you visit and what would you say to your younger self? Hear my take on this question.
Are you concerned now about how the bad news that’s out there will have an impact on the goals that you’ve set for yourself and your loved ones? One of the hardest parts of a recession is looking at the market and dealing with the market panics, the volatility that
Volatility and corrections are normal, predictable events that occur regularly on all markets. It should come as no surprise. The surge of fear and negative news often leads to a dramatic correction that purges fear from the markets. In this video, I deep dive into why you should not panic
What are your financial goals for 2022? Are you like most of us and come up with some New Years resolutions that you never follow through on? Or perhaps you’ve given up on those completely and now don’t set any goals. The idea of setting goals isn’t new and you
As we start to emerge from the COVID-19 pandemic, and life shifts back toward “normal” for many, I have a lot of folks telling me they’re struggling with thinking about long-term planning. And that makes sense, since we’ve seen how quickly our long-term plans and goals can be turned upside
The events of last year may have taken a toll on your financial situation. For those who had a financial advisor during that time, they were guided through all the ups and downs of the market and their personal financial lives. If you are getting back into the swing of
Smartphone usage increased dramatically during pandemic as more people lost their jobs, were furloughed or adhering to stay-at-home orders. While smartphones can provide endless entertainment, they can also be bad news for your budget. In fact, the combined global monthly amount that consumers spent on apps and games peaked in
Divorce is emotional, and financial protection may not always be top of mind. But being cautious and prepared early on can help prevent financial stress later down the line. If you’re amidst a divorce or considering the process, keep these seven tips in mind.
Choosing a financial advisor is an incredibly important task, I know. After 15 years of helping clients make this decision, I can sympathize with you. There’s the endless phone calls, meetings, data gathering, and other time-consuming tasks. Add in a pandemic, market volatility, and life in general, it’s easy to
