Set Better Goals for YOU

January 5, 2019

If you are like the 44% of Americans who make New Year’s resolutions in January, you might want to rethink how you develop your goals so that you are more likely to achieve them. I use a structured goal-setting process (licensed from Money Quotient) with my financial planning clients to help them live a more meaningful life. Some of the tenets might be useful to you as you set New Year’s resolutions. Read more

New Year’s Financial Resolutions

January 9, 2018

The beginning of the new year is a perfect time to do some financial housekeeping. Over 44% of Americans set new year’s resolutions and financial goals are among the most popular. Here are some timely ones given events over the past year: Read more