Category: Uncategorized
Blog
5 Steps to Care for Your Credit
By John Corron, Wealth Advisor – A read through of the New York Fed’s Q2 2020 Household Debt and Credit Report revealed some surprising changes, including: Overall debt held by U.S. Households has climbed steadily since 2013 to just below the Q1 2020 all-time high of $14.3 Trillion. Credit …
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Risk Tolerance Revisited
By John Corron, Wealth Advisor – Sound financial planning involves constantly checking with clients on changes to their financial circumstances. Are there new major expenses on the horizon? Is income significantly higher than last year? Have any unexpected health issues popped up in your fa …
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Nine Questions to Ask Yourself to See If Early Retirement Is a Good Idea For You
By Abbey L. Henderson, CFP®, RLP®, CPCC® I’ve noticed a trend in my conversations with clients lately about whether the FIRE movement—Financial Independence, Retire Early—is a good idea or not. I cannot simply answer yes or no to this question because it depends on a lot of factors – some o …
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Should My Financial Advisor Also Be a Life Coach?
By Abbey L. Henderson, CFP®, RLP®, CPCC® There are so many factors that come into play when you are creating your financial plan. It’s more than just a spreadsheet, or at least it should be. Your financial plan should incorporate your values and encompass your vision and dreams for the future.
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Struggling with Financial Decisions? Meditation Might be the Answer
By Abbey L. Henderson, CFP®, RLP®, CPCC® “Between stimulus and response there is a space. In that space is our power to choose our response. In our response lies our growth and our freedom.” ― Viktor E. Frankl Most people wouldn’t think to connect meditation with financial decisions.
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Using the Marble Jar Strategy to Find a Trustworthy Financial Advisor
By Abbey L. Henderson, CFP®, RLP®, CPCC® How do you get to the place where you completely trust your financial advisor? I recommend you make it your goal to find a “Marble Jar Advisor” – an advisor who, over time, has consistently put more and more marbles in their jar. What do I mean by …
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