Instead of limiting ourselves with a budget, let’s express ourselves with a spending plan. When you have a spending plan aligned with your values, it’s easier to give yourself permission to enjoy the spending and invest in living.
A client-advisor relationship can be much broader and richer than retirement calculations and investment strategies. Allowing an advisor to truly know you increases your trust and effectiveness in financial decision-making.
Periodically taking time to review your financial situation can alleviate stress and give you a sense of control.
In the initial moment of reaction, complex emotions compete with the sense that there are many decisions to be made, whether personal or financial.
We are all money people, each with a unique money story. Understanding your story is critical to effectively engaging with financial decision-making.
Periodically taking time to review your financial situation can alleviate stress and give you a sense of control.
With distance learning in place, and vacation plans uncertain, working parents are now balancing their responsibilities with expanded roles in their kids’ education and activities.