Top 5 Financial Moves for 2013
With uncertain economic times, here are the Top 5 Financial Moves for 2013. Make these financial moves and improve your family’s financial future now.
Optimize Your Credit Score
Learn how to optimize your credit score and save a bundle of money over your lifetime.
Having versus Being
Do you confuse your needs with your wants? Have you caught yourself thinking that you “need a vacation” or “need to try a pumpkin latte”? If yes, your sense of entitlement may be making you lose sight of what you really need versus what you want. So, where does a sense of entitlement come from? […]
Can Money Buy Happiness?
Can Money Buy Happiness In the last fifteen years, positive psychology has tried to tackle the question of “can money buy happiness” by studying people’s happiness levels along with changes in income levels. Also known as the “hedonic treadmill” theory, studies show that once your basic needs are met (clothing, shelter, food) that rich people […]
Inheritance- The Taboo Topic
As part of my client’s financial planning process, we discuss retirement and even the taboo topic of inheritance. There are three camps that most families with young children fall into: 1) They think they’ll get something, 2) Their parents are set with pensions and savings but there will not be anything left over for inheritance, […]
Don’t Miss the Journey to Financial Freedom
Is the freedom that money buys worth the sacrifices you make to reach this freedom? “What is important in life is life, and not the result of life.” ~ Johann Wolfgang Von Goethe Setting financial goals and creating your financial plan is all about determining your destination. And if life is about the journey, not […]
Are You Even on the Road to Retirement?
When you are decades away from retirement, it is hard to make retirement saving your #1 financial goal. However, it is likely your largest financial goal and you need to know whether or not you are on track. Here is what you need to know to make sure you are on the right path to retirement.
How to Prepare for the Long Road Ahead in Uncertain Economic Times
On August 8, 2011, the S&P lost 6.7% of its value, and most investors are still suffering from whiplash caused by the market’s ups and downs last week. Whether you watched your portfolio plummet, saw the drop as a good time to buy, or sat on the sidelines stunned, I have some advice… take a […]
