The key to a financially successful New Year is planning and preparation, and now is a great time to get ready for 2022. Review Your Year It’s difficult to move forward without knowing your current strengths and weaknesses, so spend some time looking back at the past year, or the past few. What goals did […]
How to Take an Active Role in Your Finances – Financial Planning Month
October is National Financial Planning Month, so it’s the perfect time to assess whether there is actually any planning in your finances. Maybe you’re saving every month, but you don’t know how much. You’re putting money away for retirement, but you’re not actually planning for retirement. You’ve got a couple investments, but you don’t put […]
Financial Resolutions to Set in 2016
Some people roll their eyes at New Year’s resolutions. Most don’t stick to their goals anyway, and why wait until January 1st to get started on them?But that “fresh start” perspective can be the perfect fuel to launch your best year possible, so take the time to create the goals that will guide your 2016. […]
Do You Need a Financial Planner in 2016?
You know how to budget and you’re making a comfortable salary. You’ve been able to save a little bit each month and you’re getting the hang of how to spend on what you value (instead of just blowing your budget on things that don’t get you closer to your goals). But you’re starting to have […]
Do You Use Money as a Tool?
When we talk about money, most of the conversation revolves around how to make or keep more of it. We want to know how we can reduce our expenses so we can save more. Or we want to talk about how to negotiate for higher pay to earn more. Once we have that cash, we […]
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