Mirror, Mirror, On The Wall: 4 Steps To Financial Self-Assessment

If life were only as simple and fun as a BuzzFeed quiz, we’d be awarding ourselves with lavish titles of “hero”, “artist” or “divine spirit”. But alas, self-assessment, when it comes to your personal finances, acumen can be deeply challenging. We tend to believe we are champions of knowledge and experience, but the reality might… Continue reading>

When It Comes To Your Financial Success: What Is The Meaning Of “More” vs. “Less”?

Less is more. More is less. Financial success is all about balance, perspective, knowledge, values, and how you define what is most important to your happiness. For some, the idea of “more” holds a level of allure and enticement that will motivate their actions to make more money and surround themselves with the trappings of… Continue reading>

How Getting A Sizeable Tax Refund Can Lead To More Dollars Into Your Future Paychecks

If you are like most people, getting a sizeable tax refund is a celebration. That unexpected windfall might lead you to dreams of vacations or purchases of those seemingly unattainable special items that suddenly became attainable. But before the endorphins lead you to bad decisions, take stock of reasons for the large refund and how… Continue reading>

Lighten ‘Sandwich Generation’ Anxiety with Communication

By: Thomas Furda, CFP® Advisor, Financial Life Focus Debbie and Mike were feeling pressure from all sides. “I’m not sure we’ve saved enough to pay for our children’s college tuition. My parents paid my way and I want to do the same for Jackie and Max.” Debbie started anxiously. “It’s not easy saving for retirement… Continue reading>

When the World Feels Out of Control, Focus on What You Can Control

For those suffering from post-election PTSD or other feelings of worry, despair or emotional upheaval, your pain is shared throughout the country and the world. However, for the sake of your emotional health and your ability to pilot the controllable factors in your life, it’s important to shift to another focus periodically. Fear and worry… Continue reading>

When It Comes to Your Money, Does the Truth Hurt?

“We’ve been arguing about this for year, and here we are in our 50’s. It’s time to stop!” Laura said empathically. Paul’s downcast eyes and silence spoke volumes. Laura continued, “We’ve worked with several advisors who have tried to help us invest our money in a sensible way. Then whenever the market goes down, Paul… Continue reading>

Discovering Your Number One Value That Leads To Your Financial Successful

“We want to retire by the time we reach 60!” “It’s vitally important to send our kids to the college of their choice!” “I want to quit my job and do something else!” “We want to buy an apartment in the city!” We all have dreams. We have those ideas that swim in our minds… Continue reading>

The Dow Jones Hit 20,000. Now What?

The Dow Jones Industrial Average hit 20,000. The aftermath was a barrage of media stories—some encouraging, others less optimistic. The positive stories prompted investors to buy more equities in expectation of more future gain; the cynics foretold the forthcoming correction with a warning: Get out of stocks. The one common theme all the articles share… Continue reading>