Topic: Life Planning Advice

When speaking of aspirations for the future, there are those who use the words dreams and goals interchangeably. However, they are distinctively different in definition and performance. Sometimes when we haven’t developed a goal for a dream, its vagueness can work against an already established goal.

We need to remember that higher education has a purpose, the purpose of a college degree is employment. Making the wrong decision is not simply an unwise financial move. It can have lasting implications.

Why did Robo-Advisors fail to eliminate the role of humans in the financial planning process? At the end of the day, it comes down to human connection.

When it comes to something as important as your financial independence, you need to be confident that you’re following the right example to ensure that you and your money work together for your greater good.

A mission statement creates a sense of purpose and authenticity that acts as a compass and drives all your decisions in the right direction.

There are so many passwords that people need to remember these days. It can be a little easier, however, if you follow the following Do’s and Don’ts.

A new coach brings a different strategy, culture and mindset.

The definition of diligence: careful and persistent work or effort. An ongoing and sound financial plan requires an immense amount of diligence.

I am commonly asked if returning to school would be financially beneficial. The risk/return analysis is not always cut-and-dried in this situation.

The real dangers to your financial future are the lies you tell yourself when it comes to financial planning.

The average person doesn’t necessarily want to become an expert on taxes, but they certainly don’t want to pay more than they have to, either. Hence the reason many people and businesses reach out for help.

There is a huge barrier between people seeking good financial advice and professionals offering it. Here are some suggested questions you should ask a prospective advisor.

There’s a fine balance between staying up-to-date and obsessively following every market change.

Many people accept that humility is a virtue, one that contributes to an individual’s success or legacy.

The challenge that most people have is that by not being familiar with the various types of advisors; styles, approaches, licenses, abilities, qualifications, etc., it makes it hard to know what questions to ask in order to formulate an opinion as to whom to work with. Better understand a few questions that advisors rarely get asked, but should be asked, so you can be as informed as possible.