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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?
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…
Navigating Common Breastfeeding Concerns During the Uncertainty of a Pandemic
Breastfeeding can be complicated and difficult enough during “normal” times. However, new mothers’ concerns become magnified during a pandemic when in-person resources, like local breastfeeding classes, are not as available. As a certified lactation consultant, I’m here to help by sharing answers to the most common breastfeeding questions and concerns I receive from clients and…
6 Things You Should Never Say To Your Financial Advisor
Are you looking to get your financial house in order? Market volatility is real, and it’s projected to get worse before it gets better. Retirement planning, reviewing your investing strategy, and setting up an emergency fund can be a lot easier with a pro. In our Millennial Study, we found that the majority of those we…
How to Raise a Polite Child
Have you ever wished your little one hadnt blurted out that naughty word to his oh-so proper grandparents — an expletive he evidently learned when you accidentally slammed your finger in the door last week? Have you ever watched your child eat and, in horror, had to ask yourself, Did he just watch Animal Planet before this meal? Has your child ever done something so embarrassing that the only thing you can do is smile politely, apologize and glance around you with the I-want-to-crawl-in-a-hole-right-now look? Welcome to the club!