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.
If you’re experiencing financial hardship or emergency, knowing the rules of the road for penalty-free retirement plan withdrawals is important.
In an effort to continue providing knowledgeable advice to our clients (and to our followers!), this week's AVID Chat is a Q&A-style interview with Jack about his experience, and what investors might expect.
The tax season is officially here. If you haven't already, now is the time to get prepared.
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.
January is Financial Wellness Month, a time to check-in with your financial strategy.