Search Results for: advisor
How to Handle Your Finances in a Divorce: A Financial Advisor’s Guide
Divorce is one of those uncomfortable words that, when entering a blissful marriage, we hope never applies to us. But you and I both know that, unfortunately, divorce happens—a lot. It can be one of the most emotionally and financially challenging experiences in life.
6 Things You Should Never Say To Your Financial Advisor
Are you looking to get your financial house in order? Market volatility is real, and it’s projected to get worse before it gets better. Retirement planning, reviewing your investing strategy, and setting up an emergency fund can be a lot easier with a pro. In our Millennial Study, we found that the majority of those we…
Do You Know How Your Child Is Feeling? A Reflection for Parents in The New Year
Do You Know How Your Child Is Feeling? With the new year well underway, it’s back to work, back to school, and back to parenting—though parenting never really takes a break. Whether your child is returning to college after the holidays or walking through the door after soccer practice or their first sleepover, the to-do list never ends. Yet, amidst the busyness, each moment offers a chance to connect and deepen your relationship.
Maximize Your Money: Smart Moves for Your Tax Refund!
Excited to see that money coming into the bank account? Already thinking about how to spend it in advance? It's important to recognize that receiving a tax refund isn't just a stroke of luck; it's a sign of financial responsibility and diligent tax planning. However, it's crucial not to fall victim to spending frivolously. Instead,…
A Spinning Worry by Robin Stern, Ph.D. and Diana Divecha, Ph.D.
In this book, Alber explains that there are two distinct types of worry: a useful worry, or one that keeps you safe, and A Spinning Worry, or one that you imagine, is not likely to happen and can keep you from fully enjoying your life.