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

Ode to the Single Parents

Its quite common to hear someone say Im a single parent this week when their husband/wife/partner is out of town due to work obligations. I certainly know that experience; Daddy-o is away on average four days a week. Its no easy feat for a mama of six and it certainly takes its toll – but however tricky, you wont catch me referring to myself as a single parent.

5 mins read

Apparently, I’m Embarrassing

The summer my daughter turned eight, we bought a book called Fun Things To Do In Los Angeles (or something like that). She didn’t go to day camp on Thursdays, so every Wednesday night we’d pore through the book, looking for a fun place that we could go to the next day for what we…