In speaking with many of you recently, you’ve been telling me, “Hey Dave, it’s summer. I don’t have time to read your thoughts every week.” That’s cool, I understand. For those of you feeling pressed for time, click here for the executive summary of this week’s Thought from Dave.
When it comes to money, you and your spouse will face many decisions over the course of your life – career choices, when to spend and when to save, what kind of lifestyle you desire and when to seek outside financial advice.
Last week we started talking about planning ahead for the end of 2014, and I want to continue that conversation today by addressing two additional important topics: retirement contributions and reviewing your investment portfolio.
November is upon us and as 2014 draws to a close, we want to talk with our client families about planning ahead for 2015. At Family Financial Partners, we believe it’s always better to be proactive than reactive.
In speaking recently with many potential clients, I’ve fielded inquiries over and over about the minimum investment amount required to come on board with us.
We have become a very news-conscious society. Thanks to social media, live-streaming newscasts and online journalism, we have access to information instantly, and can read about current events as they’re happening. While this instant access may give us tools to make more informed decisions, it has also introduced a whole new level of worry into our culture.
By now, 2014 is in full swing for most of us. The Christmas decorations have been removed and plans for the new year are underway. Personally, I have made some remarkable changes in my life already this year. First, I finally got around to cancelling the gym membership I bought five years ago (most of you are probably surprised that I even had a gym membership in the first place!). I also recently polished off what remained of a box of chocolates from Christmas. Now that those sweets are gone, I’m feeling deprived of chocolate and very thankful that Valentine’s Day is coming soon!
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