Map Your Financial Future
We are past the halfway mark in the first month of the year where goals are being envisioned. The year still feels shiny, new, full of promise and potential. It’s a good feeling too. I love this time of year. Many new clients come to me at this time wanting to establish workable plans to ensure a comfortable retirement and/or to make sure they have a viable college fund for their kids. I love the excitement I see in their eyes and hear in their voices as new clients talk abou
Whatever You Call Them – Goals, Resolutions, Plans – Put Them In Writing
Have you ever heard the expression, “If you fail to plan, you plan to fail”? We humans are famous for dreaming up all kinds of plans, goals and resolutions this time of year. No matter what you call them, most of those ideas will be forgotten by this time next month! That’s because most people don’t write them down. And, for those who do, few review their goals on a daily basis. Financial goals are almost always right there with “losing that extra 10/20/30 pounds.” And just l
