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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...
Three Things You Need to Know About Your Finances This Year

Three Things You Need to Know About Your Finances This Year

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...
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 —...
How to Use Your Business to Grow Your Wealth

How to Use Your Business to Grow Your Wealth

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...
How and When to Pay Yourself as an Entrepreneur

How and When to Pay Yourself as an Entrepreneur

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...
Top 8 Most Read Posts of 2020

Top 8 Most Read Posts of 2020

by Cady North, CFP®, RLP® | Dec 8, 2020 | Financial Planning, Retirement, Saving

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...
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What would you do if you had no limitations?

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