1 min read

The Power of Positivity

I’ve always been eternally optimistic, it’s just my nature. As I’ve gotten older, I’ve become a bit more cynical but I always “rebound.” When people talk with me about starting their own business, too frequently I hear pessimism and negative thinking right out of the starting gate. This gets them nowhere fast.

12 mins read

Mastering Family Dynamics: 14 Ways to Make Your Family Holiday Stress-Free

Discover expert tips and strategies for navigating the complexities of family dynamics during holiday gatherings. Learn how to communicate effectively, set realistic expectations, and practice self-care to ensure a harmonious and stress-free celebration.

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?

15 mins read

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