Working hard to earn a living, or achieve and maintain a certain lifestyle, can leave you running in circles if you don’t have an effective financial plan. That’s because hard work is only half the equation. But that effort, combined with a solid plan, can lead to success on many levels. The idea of putting…
When Friday the 13th rolls around, as it did recently, I get to thinking about some of our everyday fears, particularly our financial fears. In my role as a financial advisor, I take the time to understand not only my clients’ hopes, dreams and future plans, but also their fears. A recent study showed that…
I am fortunate to have just taken a 10-day vacation with my extended family, and the adventure was just what was needed to refresh my soul and spirit. Because of it, I came back to work re-energized and ready to go. Many studies show that employers who encourage their employees to take vacation days see increases in…
’Tis the season of graduations, commencement speeches, and advice for a happy and productive life. As a financial advisor, the mom of a recent grad school graduate, and with another child heading into their senior year of college, I’ve been thinking about words of wisdom I’d impart to young adults heading into the “real world.”…
Having been in the wealth management business for three decades now, friends and clients often ask me what is the best financial advice I have to offer. Through the years, I’ve determined that the “best” advice may sound simple, but it truly can help increase your chance of achieving financial security. Attaining mastery in any task…
Saving money is about more than putting aside funds for a rainy day, or for retirement at some point down the road. Rather, it’s a way of thinking and living that can help finance your dreams, enable you to reach short- and long-term life goals, and provide financial freedom. A well-thought-out financial plan that includes…
February is all about love, and usually the romantic kind. Yet, there are numerous ways to express love and many people to share it with. This year, consider approaching love from a different angle. A practical, action-oriented way to love yourself and the ones you care most about is to ensure your financial wellness, and…
Mentors can be incredibly important to our lives for many reasons. They are sounding boards and champions for our success. They are people to learn from and share with, and can become some of the most important relationships in our lives. This past summer, I helped plan a successful Atlanta women’s event that left me…
If you are planning a trip out of town between now and the New Year to reconnect with family or recharge with some rest and relaxation, you are not alone. It is one of the busiest travel times of the year—and, unfortunately, when a lot of identity theft and financial fraud takes place. Here are some strategies…
Approaches to managing money can be as unique as people themselves. While the thought of talking about finances with your future spouse might feel so stressful that you want to put it off, having open and detailed discussions, both before and after the wedding ceremony, can make a significant difference in your financial well-being and…
