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AVID Chat #66: Using a Card Game to Define Your Values Thumbnail

AVID Chat #66: Using a Card Game to Define Your Values

Most people know loosely what values are important to them, but when asked, they freeze up. It can be tough to define your top five or top ten values (especially if you have to order or prioritize them). However, finding time to define your purpose and your “why” before building a financial plan can help you to align your wealth with your values.

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AVID Chat #64: How To Use Your Tax Return For Cash Flow Planning Thumbnail

AVID Chat #64: How To Use Your Tax Return For Cash Flow Planning

Did you know that your taxes are an excellent “snapshot” of your annual spending and cash flow? You can leverage the information you gain from reviewing your finances on an annual basis to evaluate your spending habits, assess your goals, and decide what needs to change before next filing season in order to stay on track or to use your money in a way that gives you fulfillment.

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