James Brewer
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 active pursuit, a state of being only achieved through deliberate…
James Brewer
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…
James Brewer
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. I sometimes refer to financial wellness as dreams-based planning versus means-based…
James Brewer
Do you have a spending plan based on maintaining your lifestyle? How long can you sustain your current lifestyle? Have you stopped to envision what retirement lifestyle you want to enjoy? Is it visiting grandchildren, taking trips around the world are taking time for some hobbies the corporate rat race didn’t allow for? No matter…
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