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Investing in Yourself in 2022

They say if you aren’t taking care of yourself, you can’t take proper care of anyone else. So, how are you investing in yourself in 2022? For me, I’m embarking on a few weeks of focus on my physical health to make sure I stay on track with all the progress I’ve made in this area over the last six years. I need to stay healthy for my family – and for you, our valued clients. I’m also updating my personal goals as they pertain to my faith, my mental health, and how I spend my time outside of the office. 

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4 Ways to End 2021 Financially Strong

We all know holidays are busy, and the last thing you want to think about is money stuff. I get it. I’d much rather be shopping for ugly Christmas sweaters and eating way too many holiday treats. But trust me – taking care of these four things today will make the end of 2016 and the beginning of 2017 much less stressful.

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Checking Your List? Last Chance to Request Funds!

If you’re reading this and you haven’t given us a call about end-of-year money moves like we asked you to a month ago (don’t worry procrastinators, we still love you!), this is your last chance to withdraw funds for charitable giving and other Christmas or end-of-year needs. These transfers must be taken care of in the next few days in order to process by the end of 2021. Bank holidays make it almost impossible after that, so as you’re making your list and checking it twice, remember – you have 48 hours!

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Omicron and Other Observations

I hope everyone is recovered from the tryptophan hangover of Thanksgiving! For those of you who don’t know, I spent Thanksgiving on my Covid-delayed honeymoon in Cabo, and we had a blast spending some quiet time together, reading books, catching a marlin (yes, really!), whale watching, and even enjoying a private sunset cruise. 

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The Wisdom of Life Insurance

Family gatherings at the dinner table have always been special to me. Some of my favorite memories happened – and some life skills were developed – around my parents’ dining room table. After church on Sundays, they’d usually host another couple or two, and after dessert and taking my dishes to the sink, I’d get my piggy bank (except mine was a duck), and make the rounds soliciting our guests for their loose change. They all obliged young Dave by dropping a coin into my duck bank, at which point I’d go get my actual piggy bank for round two! Then, I’d empty them both out and offer folks their coins back. (I wasn’t the hardened capitalist I am today!)

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It’s Time to Talk About Long-term Care

You may or may not know that November is Long-term Care Insurance Awareness Month. Now, this may not sound like a fun topic to spend a month talking about, but I can tell you from personal experience – three examples in my extended family in fact – that if you need this coverage and don’t have it, there will be regrets.

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Give the Gift of Financial Planning

Every year at Thanksgiving, it’s tradition in our home to take a few minutes and go around the table so everyone can share what they’re thankful for. We know that this year – probably more than last year – you’ll be getting together with your families for the holiday. For some, it may be the first time seeing them in quite a while. 

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Fall Financial Fitness: What You Save

We’ve been exploring financial fitness over the last few weeks, and taking a look at the three main areas that affect your financial wellness – what you earn, what you spend, and what you save. First, we covered different approaches to income and how to align your goals with what you’re bringing in. Then, we talked about taking an honest look at how and where you’re spending your money. Today, we’re going to explore our final aspect of financial health – what you save. 

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Fall Financial Fitness – What You Spend

Last week, we kicked off our series on financial fitness by exploring the first of three areas that comprise your financial health – what you earn. We talked about the different approaches to earning an income, and what to do when your financial goals don’t align with how much you’re bringing in.

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Fall Financial Fitness: What You Earn

Over the next three weeks, we’re going to be talking about financial fitness and the three primary areas that comprise your financial health – what you earn, what you spend, and what you save. It’s important to take a close look and consider each of these financial buckets at least once a year to ensure you’re on the best financial footing for your life.

Enjoy
the ride.

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