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.
At its core, cash flow planning is about helping us make better decisions. It involves organizing our financial life into something comprehensible and then looking into the future to understand the range of potential outcomes.
For employees with access to a pension plan, there is a choice between managing their own pension assets for maximum flexibility or delegating responsibility to their employer for maximum certainty.
Plans rarely come with a guaranteed outcome. However, the process of planning reduces uncertainty and increases the likelihood that you will arrive at an outcome that aligns with your values and priorities.
A successful transition to retirement must express your values. Understanding the motivation behind your decision, and being prepared for how you will spend your time post-retirement, are key steps to achieving a fulfilling retirement.
Equity compensation in the form of stock options is a complex issue. Understanding the balance of risk and benefits will lead to a confident decision when considering a new job.
Our daily routines and rituals are a reflection of how we are learning to cope. We consider how daily routines and respecting boundaries help us find a sense of normalcy in a world that is out of balance.
July is the new April! At least as it applies to tax filings and deadlines. Among the many changes that coronavirus has brought, one is the extension of a variety of tax filing and payment deadlines for 2019 and 2020.
During times of crisis, there is an innately universal desire to help others in ways both big and small. This week’s Monday Moments looks at options for giving back in your community and offers thoughts on how you too can make a difference.
The dawn of a new year can inspire a sense of hope and potential. Moving forward into a new calendar gives us space to reflect, and the desire and confidence to change. We explore how to build good financial habits.