Are you afraid to talk about finances with your partner? If so, you’re far from the only one! It’s a tricky topic for many couples. 💡 The Avoidance Trap Money talk can be stressful and tense, which often leads to one or both sides of the relationship dodging the conversation altogether. But avoiding these important…
Our Method for Better Communication and Stronger Relationships
How well we communicate can make or break a relationship. Misunderstandings, resentment, frustration– we’ve all been there. Guess what? This applies to the client-financial advisor relationship, too! Communication plays a MAJOR role in financial planning. We prioritize this with our clients for two reasons: it ensures accuracy and gives us information about your needs and…
Category: Financial Planning , Lifestyle
Unlocking the Power of Roth IRAs with Lucy Valandra, CFP®
If you’re not sure what a Roth IRA is or why it’s worth considering, read on! A Roth IRA is a special type of individual retirement account that offers unique benefits. Here’s how it works: Contribution Limits: If you’re under 50, you can contribute up to $7,000 in 2024 using after-tax dollars. This means you’ve already…
Category: Investments , Retirement
How to Plan For a Retirement That Fits Your Lifestyle
You think you have enough money to retire in your 50s? If that’s your dream, let’s talk about reality. I have this conversation all the time, and I’m not saying you can’t retire in your 50s. I’m saying you have work through the whole equation. Retirement is not just about covering basic expenses; it’s about…
Category: Lifestyle , Retirement
Market Drawdowns in August 2024: A Guide to Managing Your Investments and Emotions
Your financial planner said there’d be days like this, and indeed, market fluctuations remind us of the inherent unpredictability of investing. As we navigate through the current market downturn in August 2024, it’s essential to stay focused and proactive. What’s Happening Right Now Why are markets having a bad day/week/quarter? Here’s what we know: Markets…
Category: Investments , Money Mindset
Thinking About Retiring Comfortably In Your 50s?
When do you picture yourself retiring? Wouldn’t it be nice if it was sooner than you think? Don’t write off the idea. 🌟 It could be possible! 🌟 Many people actually do retire earlier than expected. This makes it crucial for you to start planning now. I like to think about it in terms of…
Category: Retirement