7-Steps-to-Financial-Clarity

7 Simple Steps To Financial Clarity – Stop Procrastinating And Get ‘R Done Now!

Last Week’s Tragedy – In Memory of Sgt. Michael Chesna and Vera Adams A Warning About Charity Scams My thoughts and prayers are with the victims of last week’s shooting in Weymouth and their loved ones.  Sergeant Michael Chesna and Vera Adams, an innocent bystander were fatally shot early Sunday morning.  Sgt. Chesna left behind…

financial advisor

3 Life Events That Shout “Call Your Financial Advisor!”

If this happens to you, it’s time for professional guidance. “So, when should we get together again?”  After wrapping up a Portfolio Review or Financial Planning session, this is the question I get asked most often.  When to call your Financial Advisor outside of scheduled meetings depends on what is going on in your life. …

Wall-Streets-Fearless-Girl-how to become financially empowered

4 Ways To Become Financially Empowered

Want to learn 4 ways to become financially empowered?  One of life's great mysteries is the fact that few of us are taught what we need to know about money and personal finance in order to feel secure. Our parents weren't taught so they couldn't teach us. We're not taught and therefore, cannot educate our children. And, our children will probably repeat this cycle unless we do something differently.

New Years Resolution

New Year’s Resolutions – How Are You Doing?

How To Succeed With New Year's Resolutions

New Year, New You – heard that before? Here's 4 Steps To Help You Attain Your Goals

For some, the new year is a time of looking back on what you didn’t accomplish and hope this new year provides a fresh start and a new chance to make lifestyle improvements.  If you are like most people, your commitment to your resolutions for 2018 started to wane by January 12, and by today, January 17, they are nothing but a memory.  Here are a few important strategies to get back on track and make 2018 your best year ever.

3 Most popular New Year's Resolution categories:

Fitness/Health Goals

Is this the year you said to yourself “I’m going to get in shape”?  If you did, you are not alone.  Getting in shape, losing weight, taking better care of yourself, quitting a bad habit like drinking or smoking are the most popular resolutions.  This is why gyms run specials in January and do-it-yourself courses advertise like crazy.  People join, have great intentions, and by February they are just a name on the membership’s roster.  Or you buy or subscribe to the fitness program and 6 months later, it’s still in the box.  If this sounds like you, read on.

Financial Goals

I’m going to stick to my budget, pay off debts, stop using credit cards, save more, invest more, increase my 401K contribution.  Sound familiar?  How’s it going so far?  Getting your finances in shape is the second most popular resolution.  January 1st starts off with great intentions, but the days and weeks go on and nothing’s changed.  Going online to change your contribution keeps slipping your mind.  Reaching for the plastic is so much easier than cash.  You keep meaning to transfer money to your savings account, but something stands in the way.  Sound familiar?  Read on.

Education/Inspiration Goals

Have you resolved to watch less TV, read more, take a course, finish your degree, improve your skills, learn a new language, or start a hobby?  This is the 3rd most popular category for resolving to improve your quality of life.  So, looking over the last 16 days, have you done anything different? If not, read on.