Tag Archives | Financial planner

The time to be awesome is now - handwriting on a napkin with a cup of espresso coffee

A to Z Guide for “Awe”some Living!

It is easy to get lost in our busy, fretful, demanding lives. Taking time to notice the little things can change the way we look at our day. Learn how to take care of YOU on a daily basis. Try something new, let go of past pain and begin to enjoy your awesome future. Accept […]

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y-is-for-your-fifty

Y is for Yahoo You’re Fifty – time to take a good look at your finances

It’s never too late! Start right now, live within your means and secure your financial future. Don’t let today’s marketing campaigns lead you down a materialistic path. Find your happiness in things that fit your budget or that cost nothing at all; this alone could be the solution to many of your financial woes. Don’t […]

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Close-up of stressed shopaholic sitting on sofa surrounded by paperbags

X if for You need to eXpel Your Urge to Overspend

We are human, so naturally, we are flawed.  But we also have great control over our actions; well sort of! As you know, some challenges are harder than others, but with knowledge and hard work, we DO have the ability to eXpel bad behaviors and initiate healthy change in our lives. For change to occur, […]

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V is for Various Tax Breaks for those over 50

  Turning 50 opens you up to a new world of tax breaks, and after you turn 65, you can qualify for even more tax advantages. Let’s look at some ways to save money on taxes as you age. IRA deductions – at age 50 you now qualify for an additional contribution of $1,000 to […]

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Sad mature woman

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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People sitting around table drinking coffee against new years resolutions

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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reliable-tips

R is for Reliable Tips to Build a Solid Financial Plan

  Women tend to feel less confident than men when it comes to discussing finances, but studies show that their saving rate is stronger and they tend to generate better long-term investment performance when they do engage. So don’t hesitate to take charge of your finances. Below are some tips to help you engage and […]

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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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Autumn card

N is for “NO” more Shopping on Black Thursday a.k.a. Thanksgiving

Over the years, traditional Black Friday has morphed into Thanksgiving Day becoming the start of the holiday shopping season. I don’t know about you, but Thanksgiving Day has always been a day for family, friends, and festivities. Do you really want your guest leaving early, especially, after all, the hard work and time spent preparing […]

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Green Business Strategy

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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