Ask a Financial Advisor: What Should I Splurge On?
It may seem strange that a financial advisor would advocate for you to go splurge on something – but one of my mottos is “Save First, Spend the Rest.” If we’re taking care of our future self needs, then it’s ok to splurge from time to time. Just make sure that you buy things that make life ridiculously fun.
Start 2021 With a Fool Proof Goal Setting Exercise
The new year is always a time that we renew ourselves and take a look at new habits we want to create, changes we want to make, and look at goals we have for ourselves. Instead of simply doing the work to state our goals, I love the idea of working through objections our brain will put in our path to keep us in the safe status quo. Here’s an excellent worksheet you can use to set yourself up for success in 2021.
Top 8 Most Read Posts of 2020
Because of the pandemic and with so much going on this year I think many folks have been searching for good financial information online to help them organize their financial life, make better financial decisions, and plan for contingencies and life changes. I’m grateful to be a source of unbiased and professional advice out there, so, I wanted to put together a list of the Most Read Posts from the year. In this post, I also detail some big wins and updates on North Financial from the year.
I’ve Been Saving Extra For Years, Why Can’t I Retire Yet?
A question that’s been coming up with clients in their 30s and 40s lately is, “I keep hearing so much about compound interest, and I’ve been saving extra for years, but I don’t actually see the compound growth yet, what’s going on? When can I actually retire?” Check out this blog post for charts that illustrate how long it takes to see your investments compound.
New Book, “The Resiliency Effect” Available
After 5 years owning my own financial planning business, I realized a common theme among many clients and prospects is that we all can name big dreams we have for ourselves, but very few of us are actually living them. We often find ourselves burned out and wondering what’s next. Knowing there is a limit to the number of people I can reach one-on-one, I wanted to write a book exploring ways which people have overcome their adversities to live their biggest dreams.
The Surprising Metric You Shouldn’t Focus on Too Much in Business
Revenue, is the one surprising metric you should really stop focusing on in business. Revenue is misleading since revenue alone doesn’t indicate profit. When you focus on controlling costs instead, you set yourself up for business success. Here’s why that matters: when your business is successful, it translates to personal financial success and growth as well.
