You’ve probably heard the phrase “financial independence” thrown around a time or two — but have you ever stopped to consider what it really means? As you work hard building your savings and growing your net worth, it may be worthwhile to consider what you need to do in order to achieve your own version of financial independence. Here’s a look at how the industry has traditionally defined this … [Read more...] about What Does Financial Independence Really Mean and Is It Achievable for You?
Financial Planning
5 Telltale Signs You Might Need a Financial Advisor
When you think of people who use financial advisors, you may not consider yourself the right demographic. But it may surprise you that plenty of advisors cater to people who aren’t retired millionaires. There are plenty of reasons for younger people to engage with a financial advisor well before retirement age. If you’re wondering if it’s the right time to speak with a professional about your … [Read more...] about 5 Telltale Signs You Might Need a Financial Advisor
9 Must-Do Financial Tasks To Check Off Your Year-End List
Year-end is a special time filled with traditions, old and new, and hopefully space to relax, decompress, and prepare for a wonderful new year. As the final days of the year rapidly approach, it’s important to carve out intentional time to ready your finances for next year. What should go on your year-end to-do list? Here are nine financial elements you won’t want to forget! 1. De-clutter Your … [Read more...] about 9 Must-Do Financial Tasks To Check Off Your Year-End List
How To Actually Solve Your Work-Life Balance Dilemma And Stop Band-Aiding Burnout
If someone asks you this question: How’s work going? Perhaps the most standard answer is some version of “oh, good, just busy.” Many people equate business with productivity and worth, a dangerous combination that can leave you emotionally drained. And over time, that cycle can slowly lead to you feeling deeply unfulfilled at work and home. Prioritizing work-life balance is a central tenet to … [Read more...] about How To Actually Solve Your Work-Life Balance Dilemma And Stop Band-Aiding Burnout
How Goals-Based Investing Can Help You Invest Better (No More Chasing Returns)
When it comes to investing, numbers are just one piece of the puzzle. The other? Your "why." When asked why you invest, your answer isn't likely building wealth for wealth's sake. Instead, it probably has something to do with helping you achieve your unique goals—saving for your kid's college, building your dream home, shoring up your nest egg, creating a safety net, among other things. A … [Read more...] about How Goals-Based Investing Can Help You Invest Better (No More Chasing Returns)
Estate Planning Basics: Wills, Trusts, And Medical Care
It’s very common for younger people — and older people, for that matter — to go without an estate plan. But whether or not you have kids, a spouse, or a great deal of wealth (yet!), the best time to create an estate plan might be right now. Creating a will is an important part of estate planning, but there’s a lot more to it than that. Your estate plan should also include, in writing, the details … [Read more...] about Estate Planning Basics: Wills, Trusts, And Medical Care