Financial Planning

Finding Financial Harmony: Aligning Wealth with Life Goals and Emotions
Financial Management Finding Financial Harmony: Aligning Wealth with Life Goals and Emotions

The journey to financial harmony involves more than just numbers and investments. It requires a deep understanding of one's aspirations, emotions, and overall life goals. Financial advisors can better connect with their clients by adopting a humanistic approach that integrates financial

January 7, 2025
Practical Financial Resolutions for Realistic New Year Success
Financial Management Practical Financial Resolutions for Realistic New Year Success

As the New Year approaches, many people set financial resolutions with the hope of improving their financial health. However, common resolutions often fall short due to their impracticality. This article explores practical alternatives to traditional financial resolutions, offering strategies that

January 2, 2025
How Can Annual Meetings with Financial Experts Build Wealth?
Financial Management How Can Annual Meetings with Financial Experts Build Wealth?

The start of a new year often represents a fresh beginning and the perfect time to reassess and plan one's financial strategy. It is important to take charge of one's financial health by engaging with various financial experts to set a solid foundation for the year. Scheduling meetings

December 30, 2024
Essential Money Habits for Financial Success by 2025
Financial Management Essential Money Habits for Financial Success by 2025

In today's fast-paced world, achieving financial success involves adopting essential money habits that can help save, protect, grow, and plan for the future. Reflecting on the personal finance landscape changes during 2024, this article explores four fundamental money habits—saving, p

December 26, 2024
Six-Figure Earners Balance Big Purchases and Future Financial Goals
Financial Management Six-Figure Earners Balance Big Purchases and Future Financial Goals

Earning a six-figure salary opens up a world of financial possibilities, allowing individuals to make significant purchases while also planning for long-term financial security. This article delves into the lives of five high earners, exploring how they manage their substantial incomes to balance

December 23, 2024
How Can an Annual Financial Checkup Keep Your Goals on Track?
Financial Management How Can an Annual Financial Checkup Keep Your Goals on Track?

When Trenda Boyum recently met with her financial adviser for her annual financial checkup, the retired Rasmussen University president had just sold her suburban house to move near downtown Minneapolis. “It was a good opportunity to talk about my financial goals and actual numbers after the sale,” s

December 20, 2024
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