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Guidelines for How Frequently To Check-in With Your Finances

Guidelines for How Frequently To Check-in With Your Finances

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...
Most Read Posts of 2021

Most Read Posts of 2021

by Cady North, CFP®, RLP® | Dec 14, 2021 | Entrepreneurship, Financial Planning, Investing

It’s December and we’re taking a moment to look back on what’s changed here at North Financial Advisors in 2021.  Here are my top 5 wins from the year: For the last 6 years, North Financial Advisors has continued growing to support clients from...
How Should I Choose My Investments?

How Should I Choose My Investments?

by Cady North, CFP®, RLP® | Oct 6, 2021 | Investing, Retirement

Believe it or not, the best investment isn’t the one with the highest returns.  It’s the one you can stick with. Saving and investing both inside and outside retirement accounts is a great way to grow wealth and build resilience for the future. In fact —...
I’ve Been Saving Extra For Years, Why Can’t I Retire Yet?

I’ve Been Saving Extra For Years, Why Can’t I Retire Yet?

by Cady North, CFP®, RLP® | Nov 5, 2020 | Financial Planning, Investing, Retirement

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...
Cady North Offering Pro-Bono Services To Those Impacted by Covid-19

Cady North Offering Pro-Bono Services To Those Impacted by Covid-19

by Cady North, CFP®, RLP® | Apr 17, 2020 | Entrepreneurship, Financial Planning, Investing, Retirement, Saving

This is a challenging time for us all.  There’s misinformation everywhere and the news and government responses are changing so fast that it can be too much to keep up with.  If you’re struggling to navigate your finances since being impacted by covid-19,...
What Should I Do With My Investments During a Crisis?

What Should I Do With My Investments During a Crisis?

by Cady North, CFP®, RLP® | Apr 17, 2020 | Financial Planning, Investing

I understand the fear of seeing wild swings in the stock market, and I understand the deep need to feel like you’re doing something, taking action, or putting in place some protections for yourself.  Start by naming what you’re feeling as a first step....
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What would you do if you had no limitations?

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