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Every Investor’s Real Question: “Am I Going to Be Okay?”
In my time working with clients, there is one question asked more than any other, “Am I going to be okay?”
In my time working with clients, there is one question asked more than any other, “Am I going to be okay?”
The dramatic nature and slant that the media add to their stories to get us interested in reading the page. Do a quick self-check to see through the production and into the facts.
We create a legacy through a long series of intentional choices. Discussing things that are more important than investment returns and account allocations, leaning into the heart of things that really matter and put together a plan to achieve those things.
In our family, we have a tradition in which, the night before our kids’ birthdays, we pause for a moment to recap the last year by reminiscing about their successes and failures. It dawned on me that these are the same feelings investors experience and learn from on their financial journeys.
If you think talking about money with your spouse, parents, or children is difficult, you are not alone. Here are three tips to get started on a healthier money talk journey with your loved ones.
The different ways people react to and treat wealth and finances is fascinating. Although not everyone can be put in a box, there are five main personality types when it comes to psychology and wealth: Neuroticism/Emotional Stability, Conscientiousness, Agreeableness, Extraversion, and Openness.
People come to terms with the fact they will one day retire. Maybe not in the next year or two but sometime in the next five. Often, it’s a reality they’ve been denying.
We’ve all heard the adage, “Money can’t buy happiness,” but the truth is more nuanced. Let's dig into the research.
In my experience, the joy of generosity is not dependent on monetary value or other objective measures of size or significance. Generosity done well always has the potential to bring joy to both givers and receivers.
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