It’s really common for us to work with clients, or chat with friends, who are fortunate to have extra money on hand, but they don’t know what to do with it so it sits in cash in a bank account. This is so common for our generation! Many of us aren’t 40 yet, but we’ve now experienced two periods of economic and job uncertainty. We cling to our cash like it’s some kind of security … [Read more...] about How to Make Money Moves When You Feel Stuck
Life and money
For Lifelong Dividends, Invest In Your Relationships
Every year, I’m blown away by how much Gen Y Planning has grown. But I’m even more impressed with how much our clients have grown. Our clients are getting raises and promotions, running businesses, buying houses, starting families, and celebrating milestones with us. Achieving your goals feels great. (Congratulations on everything YOU achieved this year!) But sometimes we get so busy achieving … [Read more...] about For Lifelong Dividends, Invest In Your Relationships
The Importance of Investing in Yourself (and How to Do It)
As a financial planner, I talk a lot about investing your money wisely. You might want to invest in a new home, in grad school, or in the stock market. But we can expand this conversation to include other types of investing, too — like investing in yourself. Happiness comes from investing your money, time, and effort in the things that matter most to you. A new purse will make you happy for a … [Read more...] about The Importance of Investing in Yourself (and How to Do It)