Involuntarily losing your job is not an easy pill to swallow. Aside from the mental toll it may take, it also impacts your finances. It’s important to take a deep breath and take the time to review your financial situation after losing a job. This article will cover four financial moves if you’ve recently become …
Creating habits regarding money management, or anything in life for that matter, will drastically improve your chances of achieving a goal. Millionaires, in particular, typically abide by certain habits, sometimes consciously and other times due to creating similar habits in other areas of their life, resulting in their ability to achieve a net worth greater …
I had been accepted to speak at a conference in Norway. Last-minute (awfully routed) ticket – check; connecting with friends of friends for a free place to stay (and some local guides) – check; conference sign-up and presentation – check, check! Bergen is beautiful. April is not necessarily the best time to go there; it’s …
Guest Post By Shreya Lay — Estate Planning Attorney I had been accepted to speak at a conference in Norway. Last minute (awfully routed) ticket – check; connecting with friends of friends for a free place to stay (and some local guides) – check; conference sign-up and presentation – check, check! Bergen is beautiful. April …
Of the many exciting and potentially stressful items on the to-do list prior to or after getting married, is to organize joint finances. Hopefully, conversations around finances have already been had prior to getting married so that each spouse has a good idea of the other’s financial situation. Having these conversations are extremely important because …
When people initially reach out to me or other financial planners, it’s typically centered around particular financial questions, goals, or issues they need help with at that particular point in time. Other times, it’s a combination of all these things, as their situation has become too complex for it to be worth their time and …
How to Articulate and Prioritize Financial Goals Read More »
Our personal cash flow is the underlying tool we use to achieve our financial goals. A salary or some form of compensation for performing a job is typically the most common form of personal cash flow. On a monthly basis, we decide what to do with our cash flow and how it’s allocated ultimately determines …
Our personal balance sheets can tell us a lot about our current financial standing. It’s simple, assets minus liabilities equals net worth. Over time, the goal is to pay down liabilities, increase assets, and in turn increase net worth. If you’re sticking to a strategy that essentially sticks to this basic concept, you’re more likely …
Prior to entering the financial services industry, I had this notion that financial advisors provided their value purely as stock pickers. That their job was to help their clients “outperform” the market by helping them to select the best-performing stocks. As my experience grew in the industry and as the industry has continued to evolve …
The Intangible Benefits of Working With A Financial Advisor Read More »
This article will discuss 2018 year-end financial planning techniques that can be utilized before ringing in the new year. Taking the time to cross them off your to-do list will ensure you start 2019 off on the right foot! I hope you find my end-of-year financial checklist helpful! 1. Tax-Loss Harvest Tax-loss harvesting can and …
