FORM CRS & ADV 2A
MEET WITH AN ADVISOR
Mike Broker, MBA, CFP®

The Link Between Financial Health and Physical Health

By aaptiv logo
November 1, 2018
Share on:

Thanksgiving – with its juicy turkey, rich side dishes (scalloped potatoes, anyone?), and an array of desserts—isn’t the most health-conscious holiday. But neither is the day after Thanksgiving. Black Friday is one of the biggest consumer holidays of the year, with hoards of people lining up in the middle of the night to score deals on everything from clothes to cell phones to TVs. A spending frenzy won’t have the same immediate impact on your body as multiple slices of pumpkin pie. But, there’s no denying the strong link between financial and physical health. Here, we explore how your finances affect your health and how you can get a better handle on your money—and health—in the process.

Click here to read the full story.

You may also like:

5 Things to Ask Yourself Before Picking Up the Tab for Your Child’s College Education

By Trilogy Financial
July 5, 2018

As a parent, it’s natural to want to help your children succeed. In fact, in a recent survey of parents, 37% of respondents said no investment goal is more important than saving for a child’s college education.

If you plan to pay for all of your child’s college expenses, you can expect to shell out tens of thousands of dollars for one year, according to the College Board’s 2017-2018 figures.

While it might feel good to give your child a head start in life, choosing to pay for their education might not be an easy choice for everyone.

“The decision to contribute to a child’s college education is a deeply nuanced and personal decision,” said Jeff Motske, a certified financial planner and the president of Trilogy Financial.

Click here to read the full story.

...
Read more

How to Go on a Financial Diet

By Trilogy Financial
September 21, 2018

IF YOU'RE LOOKING TO boost your bank account and lower your bills, assessing where you can trim your expenses is an ideal step toward taking control of your finances. But just as cutting back on calories isn't always easy, paring back your expenses and identifying areas where you're overspending can present a challenge. You may have to modify your budget, re-evaluate your spending habits and even shift your mindset. So if you want to go on a financial diet but aren't sure how to start, try the following expert-backed strategies.

Start tracking your expenses. “In order to cut back on the budget, you need to have a budget,” says Kevin Gallegos, the vice president of client enrollment with Freedom Debt Relief, a debt settlement company based in Phoenix. “While people may talk about trimming the budget, relatively few actually have one written down. A spreadsheet or pencil and paper will work as well as budget-specific software or an app,” he says.

Click here to read the full story.

...
Read more

Get Started on Your Financial Life Plan Today