Share this
Financial Self-Care: Empowering Your Future Self
by Stacy Miller, Bay View Financial Planning
Studies show that women are very concerned about running out of money in retirement. Unfortunately, this worry can be justified, but there are many things we can do to take care of our future selves and narrow the looming gender wealth gap.
So, with all the cards stacked against us, how can we find future financial security? It starts with taking action. Empowering yourself can be your #1 source of confidence when money is your #1 source of stress.
What It's Like Working with a Financial Planner: An In-Depth Description of the Annual Review Meeting
by Meg Bartlet, Flow Financial Planning
Pretty much all financial planners and non-financial planners agree on one thing: No one knows what it’s like to work with a financial planner. So, let’s try to fix that.
Did you notice that we call it an Annual Renewal Meeting, not an Annual Review Meeting? That’s on purpose! Yes, we need to look back, to review, in order to celebrate your accomplishments and to be well equipped to look forward. But the purpose of this meeting is to renew your vision for your life, renew your energy for making it happen, and renew the plan to get there. I think that’s exciting!
The Hidden Force That Can Transform the Results You Get from Financial Planning
by Eric Roberge, Beyond Your Hammock
What comes to mind when you think of a coach?
Most of us think of sports, either ones we played or ones we love to watch. We think of personal experiences with coaches we had in high school or college. Maybe we imagine the professionals who lead individual athletes or big teams to impressive results.
In the sports world, we can easily see the value of a good coach. The coach can make the difference between a winning team and one that struggles. They can be what separates an athlete who fails and one who succeeds at the highest level.
And we recognize that the value a coach brings is not necessarily knowledge-based. Yes, they do have a depth of knowledge and expertise to share. That information is important and it makes a difference to the final outcome.
What You Should Expect from Your Investment Manager
by Cristina Livadary, Mana Financial Life Design
Financial advising is a broad term used by professionals who cover a wide range of responsibilities and expertise. In this week’s blog, we want to focus on one of the key roles that a financial advisor can serve as: investment manager. Investment management is one of the most integral components of planning and success as a client. While most financial advisors will simply ask you about your goals, ask for your risk tolerance, and invest your assets, here at Mana, we believe that investment management should go much further. Going beyond this basic evaluation and implementation helps us align with our clients and ensure that they continually move towards their goals and dreams.
What is Holistic Financial Planning?
by Alvin Carlos, District Capital Management
Holistic financial planning is more than just managing your money; it’s about understanding your short- and long-term goals, and how your finances can support your desired lifestyle. If you struggle to see how all the different aspects of your financial life fit together, you may want to seek help from a holistic financial planner.
Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.
Share this
Subscribe by email
Good Financial Reads: How to Make Housing & Personal Finance Decisions
Good Financial Reads: When and Why Should I Hire a Financial Advisor?
