GETTING ORGANIZED, STAYING ORGANIZED AND PLANNING AHEAD
A new calendar year presents a great opportunity to take a fresh look at your finances and evaluate your long-term goals. While you’re reviewing your progress and planning ahead, you can also take the time to organize your financial life.
Getting your fiscal house in order can help bring clarity to your goals and give you a boost of confidence for achieving them. Follow these three steps to start this year on with a solid foundation and use the resources below to help you along the way.
Cleaning house and getting rid of clutter is just one part of getting organized. Simplifying and automating how we organize our finances can help set us up for success by making it easy to do and maintain.
The season for joy is upon us. It is the time of year to meet with friends and family. It is an opportunity to reflect on those things in our lives that bring us the most happiness. We have been very lucky here on the east coast to be enjoying unseasonably warm weather. It has allowed us to hang the lights without frostbite on our fingers and do the shopping without additional road hazards.
We are all making lists and checking them twice for our holiday plans, gifts, and gatherings. One item that doesn’t always make the top of the list, when thinking of the holidays, is year-end financial planning. It’s the most wonderful time of the year, or so the song goes. However, for many of us the end of the year comes with its own pressures that can add up and quickly make us feel overwhelmed.
The attacks that occurred in Paris, France on Friday, November 13, evoked the all too familiar feelings of fear, horror and dread. By definition, acts of terrorism are meant to evoke those feelings which are complex because it rips us from our comfort zone. When we ask ourselves: How can some people think this way and take such action to perpetuate the way they think? And then comes the realization that there ARE people who think that way, which is so far from our own consciousness, and yet so close to our reality and day to day life.
An esteemed colleague in the financial planning field and a talented writer, Bob Veres, wrote the following piece about terrorism, outrage and what history might offer in terms of solace to all of us who feel fear, dread and horror in the aftermath of Friday’s attacks and only 14 years since the largest terrorist attack on US soil.
This article was written by our intern, Wesley Wood.
For the class of 2017, the college application season is in full-force. Across the country students and their families are trying to come up with that precious list of schools to send their applications. They are visiting campuses, speaking to counselors, and browsing websites full of glossy images and buzzwords. They are also calculating financial need, looking at soaring tuition costs, and gawking at the financial burden the next four years will demand.