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?

8 mins read

We Survived Virtual Kindergarten!

We took three “First Day of Kindergarten” pictures this year. There was our son's first day of virtual kindergarten – August 24. Then his first day of hybrid kindergarten – November 10. Two weeks after that, we went back to all-virtual school. We started round two of hybrid kindergarten again at the end of February.…