Search Results for: year-end
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?
3 Financial Steps to Take Before Year-End
A new year is quickly approaching and that means a fresh start. Among the most common new year resolutions, money goals often take the lead. In fact, the 2020 New Year Financial Resolutions Study by Fidelity Investments found that 67% of respondents made a financial resolution including saving more, paying down debt and spending less.…
Fall is the New Spring
We’re one month into autumn. School and work and life schedules have reverted to some sort of “normal” structure. Sweaters and suits have come out of closets to replace bikinis and sunglasses. Leaves are changing from green to red, gold, and brown, or, depending on where you are, have already begun to fall. There’s a…
Make Your Profile Standout on LinkedIn
Now that year-end crunch time is over, you may be cashing in your holiday bonus check and checking out new employment opportunities. Many employers use social media to recruit new employees, mostly through LinkedIn. Translation: create a great Linkedin profile, and fast! An effective LinkedIn profile allows you to present yourself in a multi-dimensional way…
The Two-Letter Word Every Mom Should Learn to Say
For the first year after the divorce was final, my auto-response to just about every question that flew out of the mouths of my three sons was YES! It was an automatic, rapid-fire and knee-jerk reaction to each and every query. Yes, I will be your room mom! Yes, I will be the team mom! Yes, we can still go on vacations, live in our super-sized house, drive our SUV, and eat out at restaurants …