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Why You Should Absolutely Avoid the “Bank Glitch” Trend: Protect Your Financial Future
As a mom of three and a financial advisor, I’ve seen firsthand how essential it is to teach kids about budgeting, saving, and financial responsibility. Equally important is educating them on what not to do, and here’s a prime example: a dangerous trend is circulating on social media, encouraging people to exploit a supposed “bank glitch” to withdraw free cash from ATMs. While this may seem harmless in viral videos, it is actually bank fraud and can lead to serious legal trouble for you or your kids.
The 6 Financial Habits Of Mentally Strong People for Year-End Planning
As the seasons start to change and the holiday season approaches, it’s the perfect time for a financial check-up. Let’s reflect on how much we’ve accomplished this year and set the stage for financial success in the upcoming year with some year-end planning. If you haven’t scheduled a meeting with your advisors yet, now is the time to get your financial planning done. In fact, for our clients, this is one of the busiest and most important planning periods of the year.
Many of us set ambitious financial goals, but how often do we follow through with them? It’s time to take a page from the mentally strong and map out some to-dos to achieve our financial objectives as we head into the end of the year. Remember how important reaching financial independence is?
Legislators: Our Tools For Change
Back in the first few weeks of June, as the #BlackLivesMatter movement ebbed and flowed through social media and spilled out onto the streets in the wake of the murder of George Floyd, my head began to spin with a combination of shame and confusion. I’m a white woman with immense privilege and all the…
Grain-Free Peanut Butter Chocolate Chip Cookies
If you’re like us and most of our clients, it’s nearly impossible to abstain from all sweets. The thought of never having a sweet again makes us, well, crave something sweet.
Three Tricks to Help You Stick to Your Diet Resolution This Year
Many of our new clients tell us that when they embarked on a New Years Resolutions to follow a strict diet, they actually did see results. But only at first. They admit that after the first week or so, they tend to give in to temptation because they no longer can deal with the relentless hunger pangs.