A healthy approach to dealing with your money isn’t always about focusing on big, long-term goals. Some of the most important things you can do regarding your money are simple tricks that build the foundation for your long-term financial wellbeing.
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Webcast: Check your insurance every year, like spring cleaning for your finances
Posted on Categories Grow your savings, WebcastLeave a comment on Webcast: Check your insurance every year, like spring cleaning for your financesJust as once a year you spring-clean your home by pulling out the ladder and dusting ornamental treasures on the highest display shelves, once a year, there are certain steps you must take to protect yourself financially.
Hitting the Reset Button Financially: 3 steps to get started
Posted on Categories Grow your savings, Navigate life changesLeave a comment on Hitting the Reset Button Financially: 3 steps to get startedThe end of the year is a good time to hit the reset button in general. This includes taking stock of your financial picture, regardless of where you stand at the moment. And, in fact, if you’re feeling uncertain or worried about your financial picture, this step becomes even more important. Think of year-end as a time to step back, reflect, and reassess where you are financially – to take in the bigger picture – so you can make thoughtful, confident decisions about how to move forward in the coming year.
12 Tips for Overcoming Financial Stress
Posted on Categories Grow your savings, Manage your debtLeave a comment on 12 Tips for Overcoming Financial StressMany people deal with financial stress a lot like they deal with their health; that is, they ignore it for as long as possible and hope it works itself out. Even individuals who know what they should do are often unable to overcome the barriers that keep them from taking action.
When Bad Financial Habits Come From Home
Posted on Categories Grow your savingsLeave a comment on When Bad Financial Habits Come From HomeAs a child, you watch how your parents manage their money and absorb those lessons unconsciously. And, sometimes those unspoken lessons can be damaging.
The worst personal finance mistake you can make, and how to avoid it
Posted on Categories Grow your savingsLeave a comment on The worst personal finance mistake you can make, and how to avoid itEven highly skilled Americans with solid incomes can easily find themselves living from paycheck to paycheck, or worse: slipping over time into debt that seems insurmountable, causing them to put off, perhaps indefinitely, the dream of a secure financial future. A single job layoff or health crisis can trigger this situation. This is a crisis.
4 Signs You Should Find a New Financial Adviser
Posted on Categories Get to know our advisers, Grow your savings, Navigate life changes2 Comments on 4 Signs You Should Find a New Financial AdviserI have had several clients tell me that their previous advisers told them to “just trust me.” I don’t think that is an appropriate response when a client has a question. Your adviser should never dismiss your concerns.
Money Advice for College Savings
Posted on Categories Grow your savings, Navigate life changesLeave a comment on Money Advice for College Savings5 Ways Women Can Start Building Their Money Despite the Gender Pay Gap
Posted on Categories Grow your savingsLeave a comment on 5 Ways Women Can Start Building Their Money Despite the Gender Pay GapWe must continue to work collectively toward systemic change that addresses the gender pay gap, but every woman must also take individual action to protect her own financial health and that of her family. To women who want to start building a more secure future despite the gender pay gap, I recommend the following steps.
Taking the fear out of finances: 4 tips from real people who overcame their stress over money
Posted on Categories Grow your savings, How to save, Navigate life changesLeave a comment on Taking the fear out of finances: 4 tips from real people who overcame their stress over moneyFor most of us, money represents security, so uncertainty related to money can really wreak havoc with our peace of mind. The trick is to find ways to work past the fear and stress, so you can keep moving towards your financial goals.