by Team WFAN | Dec 2, 2021 | Financial Planning, Financial Wellness, Money
What would you do if you are faced with a money choice? Let’s say you have a certain amount of surplus which has come thanks to a windfall inheritance. You can either use it as a down payment for your own home which you want to move to once you retire in two years or...
by Team WFAN | Sep 25, 2021 | Financial Planning, Financial Wellness, Investments, Money
Asset allocation sounds like a complicated, technical financial term. The jargon brings our minds to a stop when we are reading something that can otherwise be very useful for us. Let’s try to simplify this and understand how it impacts our investing lives. In fact,...
by Rick Kahler | Jan 23, 2019 | Decisions, Emotional Wellness, Financial Wellness, Investments, Money
Making sound money decisions is fundamental to financial and emotional wellness. One component of that decision-making is applying logic and rationality to a set of known facts. Easy, right? Not necessarily. Take, for example, the recent dramatic drops in the market....
by Brittney Castro | Jan 14, 2019 | Investments, Money, Net Worth
It’s a new year and it’s time to own your value. Around this time we get hyped up about health and fitness and I think that strengthening our self-worth muscles are just as important. I know recently I have been reflecting on the ways I want to bring in more to my own...
by Brittney Castro | Nov 16, 2018 | Money, Saving
Even I get a little sidetracked when it comes to saving money and this is something I teach my clients every single day. For me, the sheer ease of spending money these days… amazon this, online shopping that, apple pay at grocery stores… makes saving...
by Rick Kahler | Sep 27, 2018 | Lifestyle, Money
If you watch TV shows that flash luxury products and feature rags-to-riches stories or the lives of the rich and famous, will you become more materialistic and cold-hearted toward the poor? You might, according to an August 1 story by Sarah Knapton in The...
