It’s that time of the year again. Regardless of whether it’s in person or virtually, the holidays are an opportunity for more conversations with loved ones.
This year, let’s strive to put some positivity into our conversations. There is a lot to gripe about, but there’s more to look forward to. And the more we talk, the better we plan, prepare, and progress.
Discussing your financial goals and strategies with loved ones can help reinforce them or pivot according to new circumstances. And I’m ready to hear you—knowing more about your personal experiences and what may have changed this year will help us become even more successful in pursuing your goals and financial strategy.
Here are some articles I found insightful. Feel free to reach out, I’d love to know what you think.
How Spenders And Savers Can Make Relationships Work
Nov. 23, 2020
It is tough when your partner sees things differently than you do. Learn about the concept of…
The 2020 Taxpayers End-of-Year Checklist
Nov. 23, 2020
It pays to review a handful of money-saving tactics—from capital-gains distributions to donating…
Making Financial Decisions When You Don’t Have All the Facts
Nov. 23, 2020
Whether you’re talking about income tax or estate tax issues, what is the opportunity cost of…
How to Protect Your Investment Portfolio Amid Low Yields and High Market Volatility
Nov. 21, 2020
The search continues for a formula to succeed that simple but effective mix of 60% stocks and 40%…
Love and Money—and How They’re Connected
Nov. 20, 2020
What is your relationship style? Are you indulgent? Controlling? Nonchalant? Obsessive? Guarded? Reckless? Chances are you have the same approach when it comes to money…