This week’s blog post is from one of our clients who experienced first-hand what all adult children face: dealing with all the issues around aging parents. Like many middle-aged people, I’ve gradually taken on more of life’s tasks for an aging parent Years ago, my mom needed my help unpacking boxes after moving to a…
DetailsThis is one of the discussions I bring up every year because I think it’s soooo important. Everybody says they want a good relationship with their money…but what does that even mean? Does it mean you’re cool with money until there is a conflict … and then you turn on it? Just how deep or…
DetailsFebruary always equals “relationships” in my head… even though Valentine’s Day is a manufactured holiday, I can’t help but take stock of what I like or don’t like about how things are going in my relationships. And when you add money issues into the mix, things can get spicy, because no two people EVER do…
DetailsWhen it comes to financial planning, many people often focus solely on the end result – the plan itself. But let me tell you, the real magic lies in the journey – the planning process. Embrace the Learning Process Taking control of your finances can be a daunting task, and it’s natural to feel anxious…
DetailsWhy should you do financial planning right now? Um, maybe you shouldn’t. Sometimes when in a sales situation, the seller creates urgency – there’s a deadline to get a certain deal. I HATE this. Deadlines and deals are artificial. You should never feel like you’re making a decision under a deadline, and if you do,…
DetailsIn case you haven’t noticed, interest rates on savings accounts have risen dramatically over the past year. In fact, they are quite attractive! On top of that, certificates of deposit (CDs) are also posting favorable interest rates on your cash. If you aren’t familiar with CDs, these are a type of savings account that holds…
DetailsWelcome 2024! Many people recommit to goals at the start of the year. I mean, INTENSELY recommit. Mostly, for me, this is always health related – especially after looking back and seeing how much I ate the past few weeks <eye roll>. I try to be healthy in a mindful, balanced way. For my personal…
DetailsI’m a consistent exerciser at Orangetheory Fitness. This means I see a group of people who start with the best intentions at the New Year, but the motivation typically doesn’t last through Valentine’s Day. I get it. It’s HARD to make new habits. That’s why I wonder how helpful are financial resolutions? I asked my…
DetailsWhat if I told you that you could make ONE decision now that would help make allllll your financial decisions for the next 12 months so much simpler? Would you be interested? (Duh. Of course you would!) I call this decision your Chief Initiative, and it is basically a values and goals statement that can…
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