Search Results for: accomplished
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…
Top 100 Moms List In Honor Of Mother’s Day
In honor of Mother’s Day, ModernMom is recognizing 100 Top Moms achieving significant life goals across twenty diverse categories from A-listers juggling the busy schedules of their kids to celebrity mom fitness instructors, financial wizards, physicians, foodies and former first ladies. ModernMom has always strived to be an inspiration to women around the world. By…