Tag Archives: financial goals

Financial Advisors: A Big Step

I did it, I really did it! I found a Financial Advisor, and that’s a huge deal. I have been avoiding this step for a while now. I had the mindset that this was the most painful of the items… Continue reading

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Will specific steps help you reach your goals?

We’ve all done it: set a goal or resolution, then felt enthusiastic and committed to achieving it…for about a week, after which life returns to normal and the budgeting workbook or the fancy gym clothes lay forgotten in the corner. … Continue reading

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How do you feel about saving money?

The answer – it turns out – is completely dependent on how you read the question. If you took saving money to mean getting a deal, a discount, a screaming buy on a purchase, then you likely reacted positively. And … Continue reading

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Charting your course

I recently spent a few days on a sailboat on Lake Superior with a group of 5 friends. Lake Superior is the largest fresh water body of water in the world. When you are out on a sailboat, you hear … Continue reading

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August is a good time for getting a plan in place

August is an excellent time to tie up any loose ends from a retirement and financial planning perspective before back-to-school and year-end demands curtail your plans. Financial Advisors agree that having a plan in writing is one of the most… Continue reading

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Week 1: Set some goals

What do you want? What are your hopes for the year? The decade? The next 30 years? Do you want to go on vacation, buy a house, put your kids through college, stop working before you hit 60? You may… Continue reading

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