Full disclosure – I write these blog posts in advance. That means that whatever I am vibing a month to 6 weeks ago? That’s what you get on the blog. Right now, there is so much uncertainty happening in our country – recession, unemployment, viral pandemic…the least of which is stock market related. I mean,…
This week’s post is written by guest blogger, Jessica Larson, SolopreneurJournal.com The coronavirus pandemic left many of us with a feeling of fear unlike any we’ve ever experienced. Faced with a new illness no one previously knew about — one which still poses plenty of uncertainty — we’ve been forced to change our lifestyles drastically…
Have you heard that old adage? The one that states that “if you find yourself in a hole, stop digging”? Digging makes it deeper and therefore harder to get back out, which is used as a metaphor that when in an untenable position, it is best to stop carrying on and exacerbating the situation. Here’s…
A little reminder that the stock market going down is normal. And if you’re working with a financial planner, YOU might be surprised, but I have been factoring this into clients’ plans for the past 18 months. Also…as I write this Monday morning, the market is down YTD almost 13%. BUT – This isn’t even…
Often I write things for my blog that maybe our actual client base doesn’t need to prioritize as much here in the economically vibrant, high-tech, dual-income world of Seattle. However, I believe that we can ALL be better with our spending and debt management. And since I know there are still TONS of people who…
Have you ever noticed that different messages work at different times? Like, if I just ate too much and I am feeling guilty, that is going to be a totally different health self-talk than say, when I am in the middle of a tough workout and need some sort of Rocky-esque inspiration to make it…
Have you ever noticed that money tends to disappear unless you pay attention to it? It’s true. (It’s that dreadful feeling we get when we look at our bank statement at the end of the month and think, “Where did it all go…?”) That’s why it’s essential that you have clarity around what you want…
There is a popular adage often attributed to Benjamin Franklin, the father of time management, “Failing to plan is planning to fail.” I think a lot of people believe that financial planning is only for the wealthy, or for the people who are a financial train wreck. That might be partially true…before I left my…
Ah, Wall Street. Playground of billionaires and the only place in the world where 1+1 can equal 3 or -47. Sometimes on the same day. Is it any wonder that one of the most nerve-wracking tasks of financial planning can be understanding how to invest your 401k, IRA or other account? In fact, I think…
I do not prepare tax returns, but as a financial planner, I understand taxes and can help my clients with their tax strategy. And it’s that time of year when many of you are about to freak out about your 2018 tax return. Now is when all of those TV ads pop up, warning you…
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