Organizing Your Financial Life

In the coming weeks, depending on what state you live in and who your governor is, you may or may not be making plans to gather with family during this holiday season. Regardless of whether you’re staying home or heading to see loved ones for a little Christmas cheer, this is a perfect time to review the beneficiaries named on your accounts. (You know, in case of any bad thanksgiving turkey…) It’s also never a bad idea to think about and review any changes in your life that might trigger the need to update your legal documents, life insurance coverage or retirement accounts.

• December 3, 2020

We’re more than half-way through the crazy year that is 2020, and despite the unpredictable nature of everything we’ve experienced, it’s still important to check in with your goals and progress as we had into the latter part of 2020. Life may look a little different, but life is going on, one way or another.

• August 6, 2020

As we’re slowly coming out of the lockdown and things are settling into a new normal, I’ve been noticing changes around me in how the world works and how we humans are interacting with that world, and with each other. Today I wanted to share some of my observations, and also hear from you about the changes you’re observing.

• June 24, 2020

If you’re a W2 employee working from home for the last month-plus, you might be worrying more and more about unemployment as time goes on. Uncertainty can drive just about anyone crazy.

• April 17, 2020

This month, we’re talking about saving. And washing your hands. But mostly saving! Yes, it’s still important to stay on track with your savings goals when the markets are wacky. More so, actually.

• March 13, 2020

Have you been procrastinating on any of your checklist items that need to be completed this year? (Remember that list we give you after your quarterly meetings..?) Do you have questions for us about checking any of these items off for 2019? Well, I’m lovingly reminding you that you have until about December 18 to bring them to our attention to ensure those things are taken care of by the end of the year.

• December 5, 2019