4 mins read

 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?

6 mins read

Managing Your Mental Health As a New Mom During COVID-19

Having a baby often comes with tons of complicated feelings you might not have been prepared for. Having a baby during a global pandemic—well, that’s a category all on its own. You may have given birth alone without your partner. Maybe the doula you spent so much time working with couldn’t come to support you…

4 mins read

10 Reasons To Spend Less Time On Facebook

You log into Facebook just to check what friends and family are up to and if they’ve posted any new photos. It doesn’t take long before an hour or more has passed where you are clicking on photos and articles, liking posts, and commenting. How many times in a day or week do you find…