by Cady North, CFP®, RLP® | Jun 4, 2024 | Financial Planning, Retirement
Unless you’ve spoken to your parents extensively about their finances, almost everyone thinks they will have to support their parents in some way in the future (housing, health, caretaking, or finances). In fact, 4 out of 5 millennials and generation x-ers worry...
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® | 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...
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 —...
by Cady North, CFP®, RLP® | Sep 7, 2021 | Entrepreneurship, Financial Planning, Retirement, Saving
Too many business owners operate their businesses in a reactive way. They allow others to control their schedule and time. They don’t think strategically about building cash buffers and paying themselves a fair salary. They also tend to pour available cash back into...
by Cady North, CFP®, RLP® | Mar 2, 2021 | Entrepreneurship, Financial Planning, Retirement, Saving
Most businesses have no strategy when it comes to paying themselves. Some businesses take random amounts of money out of their business when they need it. Some don’t draw any boundaries between business and personal accounts and instead take funds from either...
