No. 47 of 106 Things We Do For Clients Help you decide when to buy, when to hold, when to sell.
Money Wellness: Moving Toward Happiness Instructor: Sarah Swantner Available 6:00-7:30PM (individual sessions as scheduled) Cost: $25.00 per session We’ve all heard the saying, ‘money is the root of all evil!’ Well, that’s not necessarily true but it is a catalyst for many good and not-so-good occasions in life. Have you ever wondered why you’re too […]
If I asked you how much risk you are taking with the investments in your retirement plan, what would you say? My guess is nine out of ten people couldn’t answer that question in a meaningful way. Answers like “A lot,” “Just right,” or “not much,” may as well be “I have no clue.” We […]
No. 46 of 106 Things We Do For Clients Help you make the most of your 401(k) or other retirement plan.
My research in psychology, along with 35 years of experience working with people and their finances, suggests that how we handle money is more instinctual than cognitive. It’s more a factor of our brains’ hard-wiring than it is learned intelligence. Apparently, some people are just wired to do money well and others are not. This […]