Late May and June mark the beginning of graduation and wedding season. We celebrate these occasions for multiple reasons, but one of the main ones is that they mark the transition to a new phase of life.
Whether you have a graduate or newlywed in your life or not, there are lots of insights we can gain by celebrating new phases.
As the Wall St. Journal article below says, big moments and decisions in our lives can make our stomachs drop. It takes effort to convince yourself to just do it, even with the fear. But reward requires risk. Learning to navigate change is a process, one that I can help you with when it comes to your finances.
Are you planning for or celebrating a new phase this year? Reach out, let’s talk about it. Together we can honor changes in your life and your family’s by adjusting your long-term goals and the strategy to help get you there. Enjoy the articles, let me know what you think.
Your Next Big Move Should Scare You
What New Grads Should Know About Money
May 23, 2023
One of the most common things people say how much they wish they had learned about personal…
Would You Take Financial Advice From A.I.?
May 23, 2023
The financial services industry is plotting how to incorporate tools like ChatGPT into its…
What the Debt Ceiling Battle Means for Your Money
May 19, 2023
Partisan gridlock over the cap on government borrowing has threatened to rattle the stock market…
How Your Personality Can Affect Your Portfolio
May 19, 2023
Neuroticism and openness, in particular, are closely linked to investors’ willingness to buy stocks.
The Economy Is Uncertain. Can You Still Negotiate a Raise?
May 19, 2023
In a business environment rife with budget constraints and layoff fears, asking for additional…