How to Handle An Inheritance Without Stress or RegretWe’re all still spending a lot of time at home. And for many of us, that means our spending habits have continued to shift. I’ve helped a lot of my clients think through moving to a new place, buying a car or...
One of the biggest challenges in acting on our big dreams is this: it’s a part of our human nature to focus on self-preservation. Our fear of making big changes has been explored in scientific studies about behavioral economics. William Samuelson and Richard...
It’s December and during a year with so much uncertainty, fear, and overwhelm, we’re taking a moment to look back on what’s changed here at North Financial Advisors in 2020. Despite a global pandemic it’s been a big year for me as well as my...
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?” I get...
The traditional and popular way to evaluate businesses (large and small) is based on revenue. Your industry may have other specific metrics that it throws around, but revenue is typically the most popular metric. You might get asked, “What’s your revenue?” Or other...
With most of the couples I work with, the woman makes more, and I’ve noticed that it can bring up specific personal, professional and financial challenges. Recent economic challenges has exacerbated some of these challenges. The number of women breadwinners in the...
