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?

4 mins read

Guest Blog: Father-To-Be

This is a guest post by Matt Arnold of daddytwobe.com Ah, the joys of parenting. Fun, stress, embarrassment and more importantly for today, fear! No one tells you that it starts the moment you find out you’re going to be a parent, but it does. As soon as you see the positive symbol (or faintly make it out in my case) on the pregnancy test there are a million different things that go …