As you may be aware, the U.S. government is again confronting the challenge of raising the debt ceiling. While this may create uncertainty in the markets, we want to assure you that our wealth management firm has successfully navigated similar situations and will continue to
In a recent study, it was found that 52% of young adults still lived with their parents. This is the highest percentage since the Great Depression. Even if your adult children don’t live with you currently, it’s safe to say that current sandwich generation parents
Do you ever feel like your money isn’t supporting the things you value the most? If you seem to have enough money but feel that your spending doesn’t give you a sense of fulfillment, then this could be the case. That’s because when we create
Updated April 2023. The role that finances play in your life is an important one, that’s why it is essential to establish a healthy relationship with your finances in order to maximize their impact on your life. How can you do that? The first step
The truth is that planning to exit your current job or company is stressful – regardless of the circumstances. Yet, the tech world has been destabilized as of late. We’re seeing: Many tech employees are now facing the harsh realities of being laid off or
Are you nearing retirement and want to get a better understanding of whether you are financially ready? Let’s talk about a process for figuring that out. Know Your (Net) Worth Start by looking at your Net Worth sheet. Think about all of your assets –
Happy 2023! The first quarter of the year is an excellent time to slow down and reconnect or reevaluate your financial goals. The whirlwind of the holidays has slowed, and the initial rush of resolutions and new year busyness has reached a more manageable pace
Do you have an abundance mindset when it comes to your financial life? Having an abundance mindset means that, in general, you believe that: At the end of the year, when so many people are focusing on tax strategy, holiday travel (and associated spending), and
All investments fluctuate over time, whether you invest in stocks, bonds, commodities, mutual funds, or ETFs. Usually, the changes are small from day to day. But sometimes, these fluctuations are quite significant, especially when we look at them for a certain month or year. Your
Personal financial planning isn’t just about math and spreadsheets. Understanding your own financial psychology can help you manage money behaviors and bring you even greater satisfaction. What is Financial Psychology? Psychology is the study of mind and behavior. It encompasses everything from how your brain