by Cady North | Oct 27, 2016 | Financial Planning, Retirement
How long did you spend planning your last vacation? Maybe 10-15 hours? Compare that with financial planning — when was the last time you took that much time to review your retirement strategy and options in your 401k? Probably never. You’re not alone....
by Cady North | Jul 20, 2016 | Financial Planning, Retirement, Saving
I was featured in the Washington Post this week (link at the end) in an article about millennial finances. The article digs in to why young professionals are anything but traditional. It also gives some great examples about how young people are using smart financial...
by Cady North | Jun 29, 2016 | Financial Planning, Investing
Getting smarter about investing means learning some new terminology. One key tenet I teach my clients is diversification. In essence, spreading your investments across industries, countries, different types of securities and account types. This way, if one...
by Cady North | Jun 28, 2016 | Financial Planning, Investing, Retirement, Saving
Ever wondered how bonds work or what “styles” of stock investments are available to investors? Proper diversification is key to your investing strategy. Here’s a list of key terms related to investing and diversification that may come in handy. If...
by Cady North | May 4, 2016 | Financial Planning
I’m proud to announce that I have recently earned the right to use the CFP® marks after years of working in the financial services industry and passing the comprehensive, day-long CERTIFIED FINANCIAL PLANNER™ exam. The CFP designation is the highest standard for...
by Cady North | May 4, 2016 | Financial Planning, Saving
Last we week talked about putting your money to work, rather than letting it own you. I showed how sitting in cash isn’t “safe” and actually creates negative purchasing power. The solution is to give every dollar a job. Those dollars that aren’t assigned to a...
