Tag Archives | finance

Silhouette Of Woman With Outstretched Arms On Beach

Z is for Having a Zestful Life!

Zest is about having energy, excitement or feeling alive. It goes hand in hand with happiness and optimism. “Zestful” living can be obtained by learning how to utilize your strengths and overcome fears and doubts so that your life may be lived to the fullest. Zest is found in character strength, and in pursuing life […]

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Umbrella Insurance Coupon Concept

U is for How “Umbrella Insurance” Can Help Protect Your Assets

Congratulations you spent the last few decades working hard to pay off your mortgage, and build a sizable retirement account. Your assets are now worth close to one million dollars. Life is good, and retirement is just around the corner. Until, one day, an unfortunate accident occurs, and you are now being sued for injuries […]

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T is for Tax Tips for Widows and Widowers

  Losing your spouse can turn your world upside down and cause unbearable grief, so it’s entirely understandable that managing your money is the last thing on your mind. Give yourself some time to grieve before you evaluate what financial decisions will be in your best interest. When you are ready, you must begin to […]

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S is for Start the New Year with a Spark and Ignite a New Practice

  “Live as if you were to die tomorrow. Learn as if you were to live forever.” — Mahatma Gandhi When we “spark an interest” in a new skill or bright idea we “light a fire” in our lives and our brains.  Seriously, it’s true a new skill helps provide us with joy, purpose, energy, […]

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christmas holiday woman with snow

Q is for the Quality of Spending during the Holidays

  We all want to enjoy the holidays and partake in festivities like; decorating, shopping for gifts, hosting holiday parties and going to holiday shows, but all of this may present a challenge to our finances. Most of us cherish the hustle and bustle of the season but overspending and trying to handle money stress […]

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Road Out of Debt Financial Problem Money Help

L is for Lost in Debt – Take Control with a Solid Financial Plan

Money troubles happen, whether you are living paycheck to paycheck or bringing home a hefty salary. When we find ourselves spending more than we can afford this leads to “money troubles” which in turn can cause lots of stress in our day to day lives; but the good news is it doesn’t have to be […]

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K is for Know Your Investment Strategy

You know “You” – better than anyone else, so when planning your investment strategy make sure you incorporate all that is relevant to your individual financial needs and goals. In turn, you or your advisor will have greater insight when designing a holistic investment plan unique to you. There are some very critical areas; that […]

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J is for the Justifying your Spending Habits are you Frugal or Cheap?

  Do you pride yourself on being frugal? Not so fast, there’s a fine line between being frugal and being an outright cheapskate. To me, frugal can be a positive approach to managing your finances. A frugal saver understands, “more” doesn’t always add up to better value. Their primary goal leads them to maximize spending […]

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H is for How Money Influences Our Lives

Spending wisely is not a bad practice, and many of us need to watch our spending, but if our primary focus is on getting the best deal for the lowest price, what message is this sending our mind, body, and soul? Scientist have been studying the relationship between money and happiness for decades, and most […]

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F is for Favor a Fiduciary Advisor and See What We Offer

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