Investing in Your Child’s Financial Future: Helping Kids Develop Strong Money Management Skills
Gaining financial literacy at a young age is a vital key to finding financial freedom later in life. Give your kids the lessons they need now to make better decisions about money in the future.
Yoga, Meditation, Ayurveda, NYT Best Sellers and Finance?
Abbey Henderson CFP® RLP® CPCC® CAP® AEP® – CEO, Wealth Advisor & Coach – One of these things is not like the others, one of these things just doesn’t belong… looking at the title of this blog might bring to mind the classic Sesame Street song. You don’t expect to see a wea …
Financial Resolutions to Take Into the New Year
Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …
Yes Regrets?
By: Abbey Henderson CFP® RLP® CPCC® CAP® AEP® – CEO, Wealth Advisor & Coach Do you believe in the “No Regrets” approach to life? A life where you take every opportunity. A life where you always take risks. A life where every decision works out. On the surface, it does seem appeali …
Where is the Money Tree? How to Teach Kids About Money, Credit Cards, Saving, Investing, Venmo and More
Craig Lemoine, Director of Consumer Investment Research Ask kids what they think money is, and you get some interesting responses. Over the last month, I asked my friends, family and neighbors if I could pose a question to their children about money. Their answers covered it all …
Investing in yourself
Elizabeth Malgari, CFP® – Wealth Advisor & Director of Client Experience We often hear the phrase make your money work for you. Why wouldn’t we want our money working to make us more money? This is the foundation of investing. I have come to realize that this phrase extends …
Dream Big or Be Realistic?
Elizabeth Malgari, CFP® – Wealth Advisor & Director of Client Experience Clients of Abaris Financial already know how passionate we are about goal setting. As part of my training, I recently had the opportunity to practice my own self-reflection and goal setting. How could I learn …
The Opportunity in Change: How Changing Goals Change Financial Plans
During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to …
When Shifting Goals Mean Shifting Plans
Your plan shouldn’t look the same when you’re 55 as it did when you were 35, and part of that is because you have ever-changing goals. So how do you know when it’s time to adjust your financial plan? Use this checklist to evaluate your goals and decide when it’s time to contact …
Abbey Henderson, CEO & Wealth Advisor of Abaris Financial Group, talks about gratitude
Abbey Henderson, CEO & Wealth Advisor of Abaris Financial Group, talks about how to make gratitude a year-round practice.
How to Make Charitable Giving Part of Your Financial Plan
COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.
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When Shifting Goals Mean Shifting Plans
Your financial plan shouldn't look the same at 55 as it did when you were 35, right? So how do you know when it's time to adjust your plan?
