Tag Archives | Financial planner

Close-up of hands of couple holding broken heart on beach

I is for: Inequality In Marriages

    Traditional gender roles and responsibilities in marriages are changing, and today’s couples have to navigate this new reality. For decades, women’s labor force participation and educational achievements have risen significantly. In the 1950’s only 26 percent of married women worked outside the home growing to 67 percent by the mid-eighties.  The Pew Research […]

Read full story Comments are closed
H is for How to Claim Money Owed

H is for How long have you been Missing Money Owed to You?

You may be totally unaware of unclaimed money that belongs in your wallet but don’t be too hard on yourself, plenty of property and dollars go unclaimed each year. As a matter of fact according to the National Association of Unclaimed Property (NAUPA), unclaimed property programs are currently holding about $42 billion in the United […]

Read full story Comments are closed
G is for Gratitude1

G is for Gratitude – Utilize this Powerful Tool for a Happy Life

Recent studies in positive psychology show gratitude to be consistently associated with greater happiness. What exactly is gratitude? Gratitude is a feeling of joy that comes from appreciation. When we practice gratitude on a daily basis, we begin to concentrate on the positive and avoid dwelling on the negative aspects of life. Research by UC […]

Read full story Comments are closed
Stages of businesswoman life

F is for: Financial Mistakes We Make Through Different Life Stages

  Our lives are constantly changing, and so is our relationship with money. Each stage brings new financial challenges and questions that need to be addressed so that we may strategize a plan for future financial security. We must take into consideration our age, the economy at present and our money history. Remember with each […]

Read full story Comments are closed
Conceptional drawing of Financial planning

E is for Engage to Educate You about Your Financial Future

When is the last engagement you had with your financial planner? Just as you go to the Doctor when you want an answer regarding your body, you should have regular financial checkups with your advisor.  If your finances feel uncertain or questionable, engage with your advisor to gain information and education about your present or […]

Read full story Comments are closed
Difference in our Views5

D is for a Difference in Views Doesn’t Have to Divide Us

“The most beautiful discovery true friends make is that they can grow separately without growing apart.” – Elisabeth Foley I recently had the pleasure of visiting with a lifelong friend. She and I have known each other since childhood, and always seem to be able to pick up where we left off.  Time and time […]

Read full story Comments are closed
Web safety

B is for Be Aware When Online: Cybersecurity Tips and Practices

There is no absolute way to always be protected when online, but being aware of the following practices may help reduce security breach and help keep you safe. Create passcodes that are complex and unique, give them 8 to 12 characters using a combination of letters, numbers, and symbols – and they should often be […]

Read full story Comments are closed
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 […]

Read full story Comments are closed
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 […]

Read full story Comments are closed
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, […]

Read full story Comments are closed