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Happy New Year! How to ensure a powerful financial wellness checkup!
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 the thought process around physical health to your financial health…
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Do you have a money action plan?
When you hear the term money action plan, what does it make you think? Hopefully, it conjures thoughts of executing a plan. In our busy lives, we often have more time to think about a plan, than time to execute a plan. What’s your money action plan for your financial plan? Unfortunately, not having a…
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Need a guided, financial planning service that grows with you?
Don’t think you can afford a financial planning service? Wondering if you are doing the right things? Heard no financial advisor wants someone with your limited account size? We believe true financial advice is not limited to investing. It provides advice on clarifying your goals and how to fund them. It looks for ways to…
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Rising prices, inflation, keeping you from reaching your goals?
Have you ever saved up for something, only to find that it was more expensive 3 to 5 years later? Many people find themselves in sticker shock when they return to a car dealership 5 to 10 years later and see the new prices. At least some, if not all of that increase has to…
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Are You Spending Enough Money on Your Financial Goals?
Credit cards make spending money easy but without making us think much about how much we are spending. Then the bill comes and our payment is bigger than last month’s. As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), I often hear “Mr. Brewer, I don’t have any money to invest.” Are there funds that you just…
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Is your financial advisor prescribing before diagnosing?
Some so-called financial advisors refer to themselves as financial doctors. We expect much from our doctors. Many doctors are awesome. I credit my kids to my own fortunate second opinion. Hopefully you will benefit. Financial Advisor- Solutions before advice1 You go to the doctor’s office with a stomachache. The doctor says that he has come across…
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Is a financial review on your fitness list?
Are these on your fitness list? See dentist Schedule physical Interview personal trainer Get a financial review You may have dental check-ups and physicals on your fitness list, but do you include a financial review? Many chronic conditions like high blood pressure are related to stress. One of the big stresses is financial stress. The…
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Can a Budget Turn Dreams into Reality?
If you’re like many you hate the idea of a budget. I’ve heard many people find it to be constraining. However are you on track to reaching your long-term goals? Do you find yourself making resolutions that never seem to materialize? Then a budget may just be the right thing. My budget lesson A few…
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How much money will you need in retirement?
There’s a rule of thumb in financial media that you need a million dollars to retire. For some clients though, the idea of saving up a million dollars or more to retire sounds daunting. In my opinion, not everyone needs a million-dollar balance, and the sacrifices it would take to get there might not be…
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Is Financial Freedom Your Retirement Vision?
In your busy life, have you taken some time for yourself to think about your vision of financial freedom (retirement)? After all, your retirement vision has more to do with having enough resources to live the way that you want to live. Financial Freedom -Less We all have two visions of retirement one vision, one…
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