by Cady North, CFP®, RLP® | May 4, 2022 | Financial Planning
A common experience my clients ask me about is how to handle finances once the health status of an aging parent changes. Perhaps there’s been a new diagnosis, or health event that means they need more care or it’s just time to start considering assisted...
by Cady North, CFP®, RLP® | Apr 6, 2022 | Financial Planning, Investing, Retirement, Saving
I get questions related to how frequently should you check in on various aspects of your finances. It’s normal to want to “over check” things to have a sense of control — but when does it become just a bother? On the flip side, some people may...
by Cady North, CFP®, RLP® | Mar 9, 2022 | Financial Planning, Saving
My spouse has been on sabbatical for 6 months. He’s a software developer and most recently worked at a biotech company. He worked on blood testing strategies for COVID, among other things and had gotten burned out after working long hours for more than two...
by Cady North, CFP®, RLP® | Feb 9, 2022 | Financial Planning
Feeling uncomfortable with finances is very common. A 2018 study found that Americans would rather talk about anything else (marital problems, politics, sex, etc.) than money. It can show up in a variety of ways: avoidance, fear, frustration, overwhelm, uncertainty,...
by Cady North, CFP®, RLP® | Jan 5, 2022 | Financial Planning, Retirement
It’s 2022, that means we all have a clean slate when it comes to new habits and plans for the year. If you’ve been meaning to buckle down and get better with your finances, here are a few quick tips to get you started. Check Your Retirement...
