Interest rates affect us all. Whether you’re seeking the highest rate for your savings or the lowest for your mortgage or credit cards, knowing how to manage this aspect of your finances is increasingly important in an ever-changing environment.Though most forecasters...
Newsletter
What’s more valuable – time or money?
Given the choice between more time or more money, which would you pick? This question is not just a thought experiment but a reflection of the trade-offs we make daily in our pursuit of happiness and success. How you answer can significantly impact your saving,...
Learning to Spend Money on Love
Love is in the air! And continuing in the spirit of Valentine’s Day, this week, let’s explore an often overlooked intersection - where love and money meet. Understanding the connection between your personal relationships, financial well-being, and overall happiness is...
The Biggest Tax Mistakes
On average, people spend about nine hours completing their taxes, providing ample opportunities to make mistakes. And though errors are an inevitable part of life, the one time you really want to avoid them is on a tax return. So, now that tax season is underway, it...
[Budgeting] A little bit louder now
Are you familiar with the Wall Street Journal columnist Jason Zweig? He’s a longtime personal finance journalist who writes about best practices for investors. For years, his consistent message about tuning out daily volatility to focus on your long-term goals has...
Coaching for the win!
As the Super Bowl approaches, let's talk about the game-changer in financial success – having a good coach. Just like in football, a financial advisor can be your money coach, guiding you to victory and holding you accountable for those crucial financial plays. A...
Finding “Flow”
Ever felt so absorbed in a task that time seems to fly by? That's the "flow" state – a psychological sweet spot where you're fully immersed, losing track of everything else. Now, imagine experiencing this with your finances. Financial flow isn't just about numbers;...
How to make it past Quitter’s Day
How to make it past Quitter’s DayHello Independent Advisor Online (Brad Cable), As we ease into 2024, early January is an opportune time to consider the larger impact that changes you make now could have by the end of the year. Even minor adjustments to your saving...
Unlocking Success in 2024: Start or Finish?
Happy New Year! As we embark on this fresh chapter, consider this: in some areas of life, value is unlocked by starting, while in others, it's found in the finish. What's your focus for 2024? Whether you need to kickstart new financial habits or follow through on...
At the top of your list
As we celebrate the holidays, I want to wish you and your loved ones a joyous and peaceful time. Now is when we often reflect on what truly matters in our lives, and I hope that your financial wellness and overall happiness are at or very near the top of your list....