Imagine you’re about to set out on a road trip. You would absolutely need to have an idea of where you wanted to go – north, south, east, or west. You would have to work within the confines of how much time you had for this trip – that would determine how far you could go. Your financial goals are no different than that road trip; failing to plan means planning to fail. Even if you haven’t given retirement much thought, in terms of what it looks like and feels like, chances are Read on...
Why the “F” Word is so important for Women Investors
Ladies, it’s time to take charge of your money. You know you need to; you know you want to. So what’s holding you back? According to a 2015 Money Fit Women Study conducted by Fidelity Investments, 92% of women want to learn more about financial planning, and yet only 47% feel comfortable discussing money with a planner on their own. What is the cause for this insecurity? Trust. They don't trust their own knowledge and they are not sure what professional they can trust. Here’s the “F” Read on...
A Plan for Easing Your Worries
It's great to be aware of what is going on in the world, but if you find yourself so pre-occupied with the markets that you are wringing your hands and stressed out, it is time to meet with your financial professional, make sure you are on board with the strategy and then stop watching the day-to-day market fluctuations. Not sure what to ask? Here are some points to raise with your financial professional: What is my overall risk relative to the S&P 500? In other words, if the S&P Read on...
Survival of the Fittest
As hard as we try to control our environment, the reality is that things are always changing; things that are beyond our control. Adaptability becomes the great separator between surviving well, getting by, and being destroyed. How we choose to move forward, and how well we anticipate and adjust to circumstances makes all the difference to the outcome. Those things we do control. Survival mode isn’t a bad thing; it actually forces us to be more creative and look at our challenges with Read on...