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 mightContinue reading>
Moneylogue [mu-nē-log] (n.) blog, writing or speech about money; story in which money contributes largely to the plot, themes, and character development.
Your financial life makes an indelible mark on your personal life. It should tell a story that YOU ARE THRILLED TO LIVE.
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 ofContinue reading>
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 howContinue reading>
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 retirementContinue reading>
“We looked at our account balances, and based on our back-of-the envelope thinking, it looks like we’re fine.” Amy said with not a small amount of pride. “That’s great. Tell me how you came up with your results,” I responded. “We added up all our accounts and figured with a 6% return we should beContinue reading>