MoneyDo: Set A Budget For Holiday Spending Thanksgiving is a wonderful time of the year when we traditionally spend treasured time with our loved ones. But there is another post-Thanksgiving tradition many Americans observe: shopping.According to a recent survey,...
MoneyDo: Be Grateful. Each week in MoneyDo, we focus on something you can do to try and help improve your financial picture or wealth state of being.This week, we want to focus on being grateful. It doesn’t matter if you view your life as gift from a Creator or...
As we get closer to the end of the year, it’s a time for reflection on where we are, and where this year has taken us.It’s also a time where we’ll start to see more of our family, and understand the ties and legacy we share with our loved ones.This week’s moneydo is...
MoneyDo: Start An Emergency Fund. Too often, people confuse wealth management with investment management. Managing investments is complex, and important. But comprehensive wealth management considers more than investment.Still, starting an emergency fund is an...
MoneyDo: Ask Your Financial Advisor 5 Questions The way today’s laws are set, it’s your job to determine whether your advisor is truly working in your best interest or not.It shouldn’t surprise you to learn that a majority of financial professionals have no...
Understand What “Risk Tolerance” & “Time Horizon” Mean Whether you’re charting your own financial course (with your own savings or your 401(k) investments) or working with and advisor, it’s essential to understand that you cannot eliminate risk. But it can...
