The start of a new year is a great time for a financial check-up and to consider the various factors influencing your financial planning. In addition to reflecting on the prior year, many are motivated in January to consider making financial resolutions for the future.
By Marc C. Shaffer
With a few short days left in my 30s, I’ve been reflecting on the choices young adults make in their 20s and 30s that can either set them up for success in their mid-life decades or could potentially set them up for failure. Here are a few potential mistakes I would talk about with people in this age group.
There are lots of important numbers that relate to your financial affairs, and they come from many sources. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change, but are used frequently or you want to be able to easily access them when needed.
By Marc C. Shaffer
With a new year peeking around the corner, now is a good time to review the financial strategies that are working well for you, your goals for the future, and take inventory of where you stand financially.
We are committed to the security of your data, and carefully review our internal protocols and those of our vendor partners for this purpose. Several years ago, we migrated away from having any data on a local server. Everything we now use is a cloud-based system that...
By Marc C. Shaffer
I’ll admit, I can get caught up in over-working and over-scheduling, so I have to prioritize the things that are important to me or else they might get overlooked. One of my top priorities is discovering the world through international travel, and if you were to look at my financial plan, you would see that priority front and center.
If you’ve ever felt a rush of excitement at making a big purchase or experienced feelings of shame at making a financial mistake, you know that our relationship with money isn’t completely rational. For most people, money comes with a lot of emotional and psychological baggage that affects the decisions we make.