3 mins read

How To Teach Your Children Good Financial Sense

Teaching kids sound financial habits at an early age gives all kids the opportunity to be successful when they are an adult. Warren Buffett April is Financial Literacy Month. Its also tax month and money is on the mind for most of us, for better or worse. Whether how to spend it or how to save it, money is in all of our lives, a connective tissue that directly affects our quality of life …

4 mins read

 The 6 Financial Habits Of Mentally Strong People for Year-End Planning 

As the seasons start to change and the holiday season approaches, it’s the perfect time for a financial check-up. Let’s reflect on how much we’ve accomplished this year and set the stage for financial success in the upcoming year with some year-end planning. If you haven’t scheduled a meeting with your advisors yet, now is the time to get your financial planning done. In fact, for our clients, this is one of the busiest and most important planning periods of the year.

Many of us set ambitious financial goals, but how often do we follow through with them? It’s time to take a page from the mentally strong and map out some to-dos to achieve our financial objectives as we head into the end of the year. Remember how important reaching financial independence is?