Creating a financial plan is essential for anyone looking to achieve financial stability and success. A well-structured financial plan helps you set clear goals, manage your resources effectively, and navigate...
Psychology of Financial Planning: My Personal Healing Journey
We carry powerful stories about what shapes us into who we are, what gives us strength and resilience, and what gets us up every morning and drives us to do what we do. My story began early in childhood, but in this...
Your Brain on Finance: Reflect vs. Deflect for Wealth Planning
https://www.youtube.com/watch?v=IwOFCvDJzgA&t=16s Intro When it comes to managing your money, many people look to fee-for-service or fee-only financial planners for guidance. Having a good financial advisor is...
Financial Literacy 101: A Five Step Approach to Financial Wellbeing for Millennials
Intro In today's fast-paced world, achieving financial well-being can sometimes feel like an elusive goal, especially for millennials. With competing financial demands and a myriad of choices to make, it's easy to feel...
10 Steps to Successfully Transition into Retirement
As you approach retirement, it's essential to have a solid plan in place to ensure a smooth transition into this new phase of life. One crucial aspect of this plan is your financial strategy. Consulting a fee-only...
Pension Decision: Cash Out or Take Pension Payments?
https://www.youtube.com/watch?v=ekpmCFAtELQ When it comes to retirement planning, one of the key decisions many individuals face is whether to cash out their pension or take pension monthly payments. This choice can...
Interviewing Your Financial Advisor: Essential Checks for Objective Financial Advice
Introduction When it comes to managing your finances, having the right financial advisor can make all the difference. The right advisor not only helps you reach your goals but also ensures you're making informed...
Insurance Advice: The Unvarnished Truth about Permanent vs Term Insurance
When discussing life insurance, one of the most frequently debated topics is the comparison between permanent and term life insurance. While many insurance agents advocate for permanent life insurance as the ultimate...
Retire with Confidence: The Power of Independent Financial Advice
Navigating the path to a secure and fulfilling retirement can seem like navigating a labyrinth with no clear exit. However, independent financial advice can light the way, offering clarity and confidence. Particularly...