Dec 15, 2022
Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.
On this episode, we’ll share:
Nov 22, 2022
You need to make smart decisions during major life events, and we are here to help guide you. Whether it's a job change or divorce, we recommend taking three months to work everything out.
Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play...
Nov 17, 2022
Getting through retirement can be a lot like running a marathon. From planning and preparation to a proper diet, a lot of these skills work in both worlds. With marathons, you don’t want to start to fast and tire yourself out before the finish.
The same can be said for spending your retirement money. Today we’ll...
Nov 3, 2022
Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed.
You might have watched your parents retire in their early 60s and think...
Oct 27, 2022
Emotions play a big part in investing. They often dictate where you put your money, when you move your money, and whether or not you ask for help. Today we will be touching on some of the more common emotions investors may experience as they plan for retirement.
Market volatility has been stirring up a lot...