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How to Prioritize and Save for Multiple Financial Goals Thumbnail

How to Prioritize and Save for Multiple Financial Goals

It doesn’t seem to matter how much money you make—there’s always something to spend it on! Whether it’s home renovations, an upgraded car, retirement savings for yourself, or tuition for your children, staying on track to achieve your financial goals can often feel like a challenge. No matter how much income is generated, it’s easy for people to spend much of what they earn—76% on average!

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Should You Do a 401(k) Rollover? Thumbnail

Should You Do a 401(k) Rollover?

Wallace D. Wattles, author of The Science of Getting Rich, said, “It is essential to have good tools, but it is also essential that the tools should be used in the right way.” When it comes to retirement savings tools, nothing compares to a 401(k); but are you maximizing its potential?

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4 Life Lessons I Learned on the Colorado Trail Thumbnail

4 Life Lessons I Learned on the Colorado Trail

Beyond appreciating the amazing scenery and sense of accomplishment, this experience was full of insights that I believe can inform not only our life journeys, but our financial journeys as well. Here are four life lessons I’ve brought back from the trail.

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We’re Never Too Busy to Help Someone You Care About Thumbnail

We’re Never Too Busy to Help Someone You Care About

What are the most important things in your life? I bet you’ll quickly say family or maybe health or a sense of purpose. Money likely doesn’t top the list for most people, but its importance should not be underestimated; after all, money affects every part of your life and can give you the security and stability that positively impacts the things that matter most. But because of its far-reaching impact, managing money often leads to stress and worry. That’s why a financial advisor plays one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing objective counsel.

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Why Financial Self-Care Is Vital to Your Family (+ a Free Checklist) Thumbnail

Why Financial Self-Care Is Vital to Your Family (+ a Free Checklist)

I recently read a study that said a nurse’s concern for the welfare of others isn’t just professional. Nurses constantly put their families’ needs above their own—including when it comes to money. The study found that many nurses are taken aback when they are encouraged to fund their retirement accounts before spending money on their kids and grandkids.

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