Financial planning involves deciding on your goals and devising a strategy to achieve them. In addition, you need someone who will check in on a regular basis and make changes to continue to ensure you are on track to meet those goals. … [Read more...] about VIDEO: Financial Planning is a Lifelong Process
What matters in life is what we do with our wealth and having the ability to choose. It's more important to focus on spending your money on experiences than on buying tangible possessions. The most important thing you need to do is to figure out what makes you happy and are you using your money in a … [Read more...] about Video: Why Experiences Trumps Possessions
‘Twas the night before Christmas in the Crimmins’ house Not a creature was stirring, not even a mouse; The stockings were hung by the chimney with care, In hopes that St. Nicholas would soon be there; The girls were all hanging out in their beds, With iPods loudly playing music in their … [Read more...] about Merry Christmas and Happy Holidays 2020!
Many of you have heard of Health Savings Accounts (HSAs) but may not have given them much thought. An HSA allows a health plan participant to save money in their account tax-free to pay for or reimburse themselves for qualified health care expenses. Your contributions are tax-deductible (or pre-tax … [Read more...] about Thinking About Using a Health Savings Account?
There will always be uncertainty about the future. However, investors that have done the best are the ones who had an investment plan and stuck with it. … [Read more...] about Video: Investment Lessons from the COVID Crisis
Sometimes I think that we are our own worst critics. We can often give others great advice as problems seem easy to solve when they are not your own. We only have a small amount of time each day and it is difficult to get everything done. And often, we are angry with ourselves when something … [Read more...] about Be Kind to Yourself!