There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.
A Simple 3-Step Process to Optimizing Your Budget By Abbey L. Henderson, CFP®, RLP®, CPCC® Creating and optimizing your financial budget requires making some difficult decisions. In the years that I’ve spent as a financial life coach, time and again I’ve seen clients struggle with budget op …
Deciding on the appropriate financial advisor is critical to one’s financial success. But, which qualities would you like to see in your financial advisor? Read our blog to see what we feel are the most important qualities to consider when selecting a financial advisor.
By Abbey L. Henderson, CFP®, RLP®, CPCC® All of us have a history with money that shapes our behavior and beliefs. As a financial advisor, I’ve seen time and time again that one of the biggest determiners of our future with money is the “lessons” that we’ve learned in the past which is why …
Identity theft is increasingly common and severe in today’s digital world. Although many organizations now provide services for credit monitoring, how can you make sure you’re adequately protected? Also, if you work with industry professionals, how can you feel confident your information is …
I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.
Life is treating you well. Success shows in your promotions at work. The kids graduated from college, and they are out on their own. The nest is empty and you realize it’s high time you focused on your financial health – finally!
