Category: holistic financial planning
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Do Geopolitical Events Impact My Investments?
Investors are asking if there is a link between financial market performance and current geopolitical events. The worry is that the overseas crisis might significantly...
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A Comprehensive Financial Planning Checklist for the New Coronavirus Environment
Planning for the future has always been important, but as the Coronavirus pandemic continues to change life as we know it, a financial plan has...
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How to Stay Calm During the Pandemic and Focused on Your San Antonio Retirement
There is plenty to worry about these days, even as the country attempts to reopen and return to some kind of normalcy. Has the Coronavirus...
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To Refi or Not to Refi? What to Consider
Mortgage payments are one of the biggest monthly expenses in most households, so it makes sense that refinancing is often on people’s minds. Is now...
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How to Navigate Sudden Wealth … And How Not To
We all dream of the day when a sudden windfall lands in our lap. While it may not happen to all of us, if it...
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Your 7-Step Annual Financial Planning Checklist
Many people get regular eye exams, dental cleanings and/or physicals once a year, but what about an annual checkup for their finances? Unfortunately, it usually...
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Spending Time with Family: Plan Now, Retire Happy
We’ve asked the question many times before: What do you plan to do in retirement? If the answer centers around your family (spending time with...
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Work-Life Balance and Financial Planning
Work-life balance is the concept that both work and non-work commitments and activities are critical to living a balanced, meaningful life. As a society, we...
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How to Combat Adult Peer Pressure: Link Your Goals to Your Budget
Keeping up with the Joneses is a dangerous game, especially if the Joneses are now the Kardashians, which is happening as more people become fascinated...
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How to Emotionally Prepare for Retirement – Why Friends May Be the Key
Retiring happy is a two-part process, but many people tend to skip the first step: Deciding how to structure your day in retirement and what...
