ABCs

ABC’s of Financial Planning

Last week we discussed some common financial planning mistakes that even financially conscientious people make. With as complicated as our financial lives can be, it’s understandable that we sometimes lose focus on the main parts of our plan and simple things end up slipping through the cracks. When you find that happening, take a step… Continue reading ABC’s of Financial Planning

ABCs

5 Common Planning Mistakes You Can Easily Fix

Sometimes progress is as much about knowing what NOT to do, as it is about figuring out what to do. The path to growing wealth takes some basic building blocks, but it also requires avoiding certain mistakes along the way.  You may not think a lot about it, but small missteps can have big, negative… Continue reading 5 Common Planning Mistakes You Can Easily Fix

Retirement Planning

Eat the Eggs, Not the Geese

Spending in retirement can be a slippery slope. Gone are the employer paychecks, replaced (perhaps) by a lump sum retirement plan that you have to manage and you need make sure lasts the rest of your life. And balancing the needs and wants of today with the needs and wants of the future is an… Continue reading Eat the Eggs, Not the Geese

ABCs

When In Doubt, Ask Yourself: “Why Am I Invested This Way?”

There are many opportunities to question our investment choices. We probably do this when we review our financial statements, read news headlines, or hear a commentator’s opinion on a hot topic, etc. And there’s certainly no shortage of news and opinions these days. So it’s very easy to get caught up in the moment where… Continue reading When In Doubt, Ask Yourself: “Why Am I Invested This Way?”

ABCs

Change, While Sometimes Uncomfortable, Is Inevitable

Change can bring out a lot of our emotions, some at opposite ends of the spectrum. For some, change can be exciting. For others, it can be incredibly uncomfortable, even bringing out fear and anxiety.  I think it’s true that we, as people, prefer order and predictability in our lives, which probably makes us naturally… Continue reading Change, While Sometimes Uncomfortable, Is Inevitable