Search Results for: accomplished
Helicopter Parents: Avoid Hovering Through Preparation
Helicopter parents are known for hovering over their teens every second of every day. They are overly attentive and fearful for their child’s every problem. This intense involvement with teens, though, can be avoided through just one thing: preparation. Many people become helicopter parents because they do not adequately plan, so they have to lead…
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?
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2022 – How To Choose The Path You Want To Follow
Happy New Year! Not to be nosy, but how are you feeling about it so far? I hope your answer isn’t “overwhelmed,” “frustrated,” and/or “exhausted.” In case it is, however, I have a bit of been-there-done-that perspective to offer. With my clients, I often hesitate to broach the topic of elevated expectations, lofty resolutions, and…
Fall is the New Spring
We’re one month into autumn. School and work and life schedules have reverted to some sort of “normal” structure. Sweaters and suits have come out of closets to replace bikinis and sunglasses. Leaves are changing from green to red, gold, and brown, or, depending on where you are, have already begun to fall. There’s a…