Tag Archives | setting goals

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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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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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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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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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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I is for the Importance of starting an IRA early

Saving, and especially saving for retirement is the last thing anyone wants to do with their new paycheck, especially those who are too young to grasp its importance. But often people learn the importance of retirement savings a little too late. Starting an IRA early in life is imperative to a successful financial future. Here are some […]

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G is for Gathering Important Life Documents

Why is this so important? Life is full of unexpected happenings and having all of your important essential documents and personal directives in one place can help you and your loved ones deal more efficiently in a time of crisis. Even if you never experience a crisis, you’ll be relieved that you spent the time […]

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The Millennial’s & Money Quiz

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E is for Expecting to find Money in an Empty Wallet?

In today’s world, we may not always find cash in our wallets, but most of us are always carrying a debit card and some credit cards in our wallets. This practice allows us to spend our money, “cash or no cash,” quite easily. But knowing how much, how often and where we are spending our […]

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