Things You Should Really Focus On (Instead of the Stock Market)

Things You Should Really Focus On (Instead of the Stock Market)

The new normal throughout the COVID-19 pandemic has been a prolonged period of extreme volatility. Although market swings in the short run are expected and completely normal, the awareness of these price swings can lead to abnormal emotional decisions that often lead to bigger problems that can hurt our overall financial health. Behavioral finance research has demonstrated that our emotions […]

The One Word Financial Wellness Challenge

The One Word Financial Wellness Challenge

Can one single word change your financial life and perhaps completely change your life story? Sound a little too simplistic? Before you dismiss the possibility that one single word can have transformational powers, ask yourself one question: Is my financial life just a little bit too complicated? If you answered ‘yes,’ I officially declare you normal and a card-carrying member of […]

Late Start Planning for Retirement? Use a Financial Wellness Plan to Get on Track

Late Start Planning for Retirement? Use a Financial Wellness Plan to Get on Track

We hear a lot about the retirement crisis in America. With a decline in pension availability and concerns about the long-term viability of Social Security, the burden of saving for retirement rests squarely on the shoulders of individuals. According to EBRI, only 17 percent of American workers are very confident they will have enough for a comfortable retirement (see EBRI’s 2018 […]

Will You Ever Have Enough Money to Live Your Best Life?

Will You Ever Have Enough Money to Live Your Best Life?

That word enough is a relative term. We all should have our own set of unique life goals to guide financial decisions. Unfortunately, if you haven’t taken the time to explore your financial plans, you may end up getting trapped in the pursuit of more rather than the contentment of enough. A financial wellness “Think Tank” group regularly gets together to share […]