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?

7 mins read

What Your Child’s College Doesn’t Want You To Know

I was 18, a college freshman thrilled about living on my own. I was also secretly petrified without my parents protection and rules. As part of learning how to take care of myself, I attended a campus safety orientation for freshman women.The goal was to empower us to avoid being victims of sexual assault while at college. We were issued a rape whistle on a red neck lanyard. We were told to memorize all …