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Reaching Your Goals Through Unconventional Means

Reaching Your Goals Through Unconventional Means

by Hannah Moore | Dec 21, 2022 | Established Career, Goals, Nearing Retirement, Personal Finance

Financial planning is all about creating a path to reach your goals. Whether you’re looking to retire, travel, buy a home, or launch a second career, having a financial plan gives you a path to make it happen. Unfortunately, the plans you make to reach your goals...
How to Prioritize Big Expenses

How to Prioritize Big Expenses

by Hannah Moore | Dec 8, 2022 | Established Career, Financial Planning, Goals

Budgeting is all about balancing your income and typical monthly expenses. But what happens when you need to make a large purchase, especially one you didn’t plan for? How can you make sure your next big expense doesn’t compromise your financial security? Most...
Saving vs. Spending Money in Retirement: How to Change Your Perspective

Saving vs. Spending Money in Retirement: How to Change Your Perspective

by Hannah Moore | Jun 1, 2022 | Goals, Nearing Retirement, Recently Retired

The transition to retirement can be an overwhelming experience; it often takes a while to get out of that work mindset and decide how to structure your days now that you aren’t spending them at the office. Many people find the financial transition to be challenging as...
Want Better Financial Outcomes? Change Your Perception of Money

Want Better Financial Outcomes? Change Your Perception of Money

by Hannah Moore | Apr 20, 2022 | Established Career, Financial Transitions, Goals

“How much money is enough?” It’s something we hear all the time from our clients. And while this is certainly an understandable question, we don’t think it’s the right one. Asking how much is enough assumes that there are defined, objective values for what is a “lot”...
In This Housing Market, Should You Rent or Buy?

In This Housing Market, Should You Rent or Buy?

by Hannah Moore | Apr 6, 2022 | Established Career, Financial Transitions, Goals, Nearing Retirement

We’ve seen a lot of news recently about the housing market in Texas and throughout the country. Low interest rates, inflation, and a surge in telecommuting have fueled a buying frenzy and driven housing costs sky-high. It’s a great time to be a seller, but many buyers...
The Value of Simplifying Your Finances

The Value of Simplifying Your Finances

by Hannah Moore | Feb 16, 2022 | Financial Planning, Goals, Personal Finance

Simplification is a popular topic right now. There are countless books, articles, and podcasts about how to reduce stress and make your life easier. Many people are looking for ways to make their finances less complicated, especially in the wake of an unstable...
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