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AVID Chat #61: Can Money Buy You Happiness?

In AVID Chat #61, we’re going to talk about whether or not money can buy you happiness from a financial planner’s perspective. More importantly, we’re going to go over how we encourage our clients to “master” their money by looking at it as a tool to be leveraged, and how they can set financial goals to achieve long-term contentment.

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AVID Chat #59: Reviews and Resolutions

Looking back on 2021, it’s easy to get caught up in the details of what worked and what didn’t in your financial life and otherwise. More often than not, this type of review turns negative. We naturally focus on what we couldn’t control, or the goals we didn’t hit. However, if you look at the big picture of how you improved, and what prevented you from hitting your goals, you’re able to adjust to set more realistic resolutions for 2022.

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