Retirement planning for women is so different than how it works for men. Reason 3: Women are in and out of the workforce more than men. This is the final article in my series of three articles: #1 Covers women living longer than men,...
Few people refer to their 401(k) as a “defined contribution plan.” In fact, many people appear to perceive a 401(k) or for that matter a 403(b) plan as an “investment plan.” Many employers view their 401(k) plan as an optional, a take it or leave...
You may be one of the many looking for advice for student loan repayment planning. As a matter of fact, we recently saved a client over $30,000 on her student loan repayments. Like many, this client was faced with repaying the cost of pursuing an...
Financial planning for women is different than how it works for men. Reason 2: Women make less money than men! This is a series of three articles: #1 Covers women living longer than men, and #3 will cover women staying out of the workplace to...
January is Financial Wellness Month. Financial Wellness should be about pursuing the financial freedom you want in your life. Financial wellness has everything to do with your personal relationship with money, and how you feel about that relationship. What does wellness mean? Wellness is an...
What would a financial wellness check uncover about you in a new year? Many people schedule their health and wellness checkups at the start of the new year. Did you know that January is Financial Wellness Month? Safe to say that we should also apply...
Do you find the idea of basic financial planning too limiting? Financial wellness often makes people think of something more than just a cookie-cutter financial plan. As a matter of fact, financial wellness planning is really about helping people reach their needs and goals....
Financial planning for women is different than how it works for men. Reason 1: Women live longer! This is a series of three articles: #2 will cover women making less money than men, and #3 will cover women staying out of the workplace to care...
Saving for college costs is important. But there’s more to college planning than just saving money. Consider these ideas to help you save on the cost of college. Remember, every dollar that you don’t have to put toward college tuition can be reallocated for other...
What’s your definition of having greater financial independence? I believe we should retire the word retirement and use financial independence instead. When you hear retirement, do you think things like not working, receiving Social Security, and the like? You aren’t alone. Some people believe...
When would you like to achieve money independence? When would you like to retire? Are these two “goal dates” the same? Let’s examine these two questions. Money independence vs. not having to work Do you ever have days when you feel like you just want...
I’ve been reflecting on the plight of African American wealth and wondering whether or not an African American financial advisor is part of the solution. Yes, I am an African American financial advisor, so I may be biased. I have, however, found that no matter...
Values-Based Financial Planning
At Envision, we help you implement values based financial planning which ensures that your financial decisions are aligned with your most important life goals and values. We’re great at finding ways to save you money and help you build wealth faster, but we’re even better at listening.
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