9 mins read

Make Time for the Important Stuff — Prioritize!

I learned that we can do anything, but we cant do everything.. at least not at the same time. So think of your priorities not in terms of what activities you do, but when you do them. Timing is everything. Dan Millman As I lead in to todays Blog post, which I dedicate to my husband, who when I asked last night, Honey, what should I write about tomorrow? and he replied, Hmmm. I like Priorities, I loved his suggestion. I said, Like what? Like making your friends and family a priority? Like setting financial priorities? Like what? He replied again, Priorities.

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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