24 Stock Market Reality Checks You Need To Know Now

The U.S. stock market has seen a pretty good run up over the last several months. The jobs reports have been favorable and your 401(k) statement probably looks quite attractive. Smiles abound and life is good—and you’ve likely stopped avoiding the mail-man’s delivery of your monthly investment statement. In fact, you open the envelop with… Continue reading>

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>

Finding The Balance Between “Needs” vs. “Wants”

The question of what you “want” vs. what you “need” can be a tricky discussion filled with hidden dreams and pent up anger. Your feelings over this question might range from guilt to gratitude, battling between your adult brain and your inner child. The adult holding closely to gratitude for health, shelter and security, while… Continue reading>