Welcome 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…
DetailsAs we close out 2023, more than ever, I hope people understand that financial planning is not about products, or investments, or even about deprivation. It’s not about feeling that you need to “do” something; instead, it’s about getting intentional about your results with money. Instead of working for your money, start making your money…
DetailsYou might have guessed that since I am a planner professionally, that carries over into my personal life (which is a whole other thing than being organized…I can PLAN how I want things to go, but for some reason I am always running out of batteries and light bulbs…so I choose my battles). So YES,…
DetailsHere we go, into the year end (2023 was a whirlwind, wasn’t it?) … hopefully it’s been a good year personally, in spite of all of the external goings ons… stress makes us all less patient and more trigger-happy on our emotional outbursts. And since the holidays are also a stressful time of interacting with…
DetailsAs we start to shift into the holiday/year end season, people are thinking of this as the perfect time of year to practice our generosity. I see gift guides out there that include everyone from the janitor at your kids’ school (who DEFINITELY needs some love) to your second cousins, twice removed. But do you…
DetailsI always re-up this post before Thanksgiving, because I think that is the perfect time to check in with family and friends about gift giving and other holiday plans for the upcoming season. Ask them: How many times have you sat around the day after Thanksgiving and/or Christmas and vowed that next year — next…
DetailsBy Guest Author Sally Bergesen Having been a business owner myself, I know how difficult the “when to sell?” question can be. And while we might have a large support system around us, it’s still difficult to find the right audience. Family? Possibly, but it’s unlikely they have the expertise. Friends? Potentially, but we want…
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