What do you want to accomplish? Successful goal setting starts with the answer to this question. But it doesn’t stop there. It also explores the obstacles you might encounter along the way. Lela Meinke has over 30 years of corporate and entrepreneurial experience, is a certified ASQTM Lean Six Sigma Green Belt, and is the…
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
A LIVE DISCUSSION
MARRIED WITH ASSETS: A Couples Guide to Navigating Financial Complexity
Wednesday February 22nd | 11:00am PST | 45 minutes LIVE DISCUSSION – MARRIED WITH ASSETS: A Couples Guide to Navigating Financial Complexity Join us on February 22nd for this 45-minute Live Discussion where we will help loving couples overcome tough money issues and get on the path to financial harmony. This program will cover: How…
VIDEO: Behavioral Finance – Climbing the Wall of Worry
Behavioral Finance Video: CLIMBING THE WALL OF WORRY Climbing the wall of worry is the tendency for markets to rise despite always have something to worry about. And 2023 is no exception. 2023 “Worries” Media headlines today boldly announce companies making layoffs. But news about job openings seldom makes headlines. While recently we have been…
8 Ways to Protect Your Home and Assets
For many people, property and casualty insurance policies are too often an afterthought. However, if the unexpected happens and adequate protection is not in place, the best financial plans and investment portfolios can change drastically in a moment. Derry Wisnom, a Private Risk Advisor with Risk Strategies Company, specializes in complex risk mitigation. She offers…
6 Tips to Help with Estate Planning for Children with Special Needs
6 Tips to Help with Estate Planning for Children with Special Needs The day-to-day challenges around caring for a child with special needs can make it difficult to think ahead. However, planning for their future is critical to their success. Attorney Ellen Cookman is a Certified Specialist in Estate Planning, Trust, and Probate, with expertise…
VIDEO: Behavioral Finance – 3 Investment Lessons From 2022
Behavioral Finance Video: 3 INVESTMENT LESSONS FROM 2022 1st Lesson – Surprises Happen In 2022, we were surprised by the Russian invasion of Ukraine. We also experienced record high gas prices. In response to persistent inflation, the Fed increased interest rates significantly. This resulted in mortgage rates doubling and both stocks and bonds experienced double-digit…
4 Ways to Control Your Spending – Part 2
In our previous blog, 4 ways to Control Your Spending – Part 1, we looked at four tips to help you get a handle on your spending. Alison Salisbury, owner and founder of Fiscally Fit and current president of the American Association of Daily Money Managers, returns in Part 2 with four more ways to help keep…
VIDEO: Behavioral Finance – Boring is Beautiful
Behavioral Finance Video: BORING IS BEAUTIFUL Over the past few years, many investments have been hyped by the financial media and several have experienced near-parabolic gains. These include meme stocks, cryptocurrencies, major technology firms, and companies that thrived from changes during the pandemic. Hype and watching asset prices skyrocket produce a “get rich quick” mentality….
4 Ways To Control Your Spending – Part 1
Whether you are starting your first job or well into retirement, understanding where your money goes is crucial to avoiding financial stress. The explosion of internet shopping, credit cards with rewards that encourage spending, and a flood of options to pay for more and more things quickly with our cell phones can make tracking spending…
7 Tips for Navigating Loss During the Holidays
For those that have experienced loss, the holidays can be a tough time. Mourning a spouse, child, other family member, or even a pet can make it difficult to get through what should is supposed to be “the most wonderful time of the year”. Dr. Moira Somers, a neuropsychologist and leading practitioner in the field…