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As a financial planner, I help people achieve their financial goals and live the life they want. But my own journey to becoming a financial planner was also driven by personal goals and values. Growing up, I witnessed the financial struggles of my parents and the stress it caused in
Are you already losing momentum with your 2023 financial resolutions? 😔 If you’re someone who makes goals every year, but doesn’t always achieve them, then this video is for you. To create a realistic financial goal, I use a few, simple steps that you can model. You can also check
So far this year, I have had 149 prospective client meetings and almost no one knows what to ask. Here’s what you need to ask. Start with these four things to make sure you get the most from this conversation: First, ask how long they’ve been practicing as an advisor.
The pandemic has made it difficult for many people to manage cash flow and keep an eye on their budget. This often leads to an increase in credit usage, which can have a long-term impact on your ability to buy a home, purchase a car, and so on. Here are
Do you have a Health Savings Account? If not, having one can likely help you in the future by allowing you to cover the cost of your medical and other health needs. We spent a lot of time talking about this on Tykr’s podcast a few months ago. Here are
Feeling uneasy these days because the market is all over the place? How do you protect your financial life when you don’t know what happens next? Recent data tells us that the economy is likely headed towards another recession due to the fallout that we’ve seen from the Coronavirus. In
No one likes to think about a worst case scenario and planning for the unexpected. It’s a scary place to go. And there is a little bit of fear that if you even think about what might happen, it just might happen. Unfortunately for some of us the worst case
Did you set financial goals for the New Year? How have you gone tracking those goals? We might be well into the New Year, but it’s not too late to learn how you can make your Resolutions really stick. Here are a few things we walk our clients through that
What are your financial goals for 2022? Are you like most of us and come up with some New Years resolutions that you never follow through on? Or perhaps you’ve given up on those completely and now don’t set any goals. The idea of setting goals isn’t new and you
As COVID-19 continues to shift and change life and the world around us, what is your financial situation for 2022? If you have been one of the lucky ones that continued to have your job you will likely have felt stress. This hasn’t been an easy time for any of
