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
The market has yo-yo’d significantly over the past two years throughout the pandemic. Now that the country has largely recovered, it may feel like we’re “out of the woods”. Still, it feels as though the investment landscape is tough-to-predict – and that’s putting it lightly.
When you think about the compensation you receive from your employer, your salary is probably the first thing that comes to mind. But your employee benefits can often make up a substantial amount of the value that you receive, especially if you work in tech.
An estate plan should be a part of every complete financial strategy. Without one, you will leave your family, often with the “help” of the court system, to sort out your affairs when you pass. It could be stressful, time-consuming, and in many cases, public.
Summer can feel like a whirlwind. Between travel, longer days, and seasonal events, your routine may feel out of whack. Often, this also correlates to feeling out of alignment with your finances or spending. Your wealth is a tool to leverage as you see fit.
Are you worried about your parents as they age? Maybe you suspect they are becoming less capable of handling their finances independently? You’ve possibly even thought about saying something to them but are worried about how they will respond. If so, you aren’t alone. It’s
In today’s ever-evolving world of technology, staying safe online can seem like a daunting task. We’ve gotten many questions recently about cybersecurity, and how clients and colleagues alike can protect themselves against fraud, identity theft, and phishing scams. We wanted to review three easy, actionable