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?

3 mins read

Dating a Man With a Big Ego

At first, you were taken in by his charm and impressed by his self-confidence. Those first dates often felt like a dream come true when he took charge and entertained you with his boisterous personality. Unfortunately, you are now having that heart-sinking feeling that what you once thought was strength is actually an over-inflated ego.…