5 mins read

Harvard and Other Elite Schools End Test Optional Applications: What You Need to Know

In a move that has rekindled discussions about the role of standardized tests in college admissions, Harvard University has recently announced that it will reintroduce SAT and ACT scores as a requirement for its application process. This decision marks a significant shift from the temporary test-optional policies adopted by many institutions during the pandemic. Understandably,…

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?