Financial Tip of the Month
Topic: Traffic Light Investing
Understand investing jargon by reading our latest blog article! We dive into the strategies of Risk Tolerance & Time Horizon by using a Traffic Light metaphor.
Make your yellow light years a comfortable slow down instead of an all out panic where you need to speed as fast as you can! Learn more in this article:
Traffic Light Investing:
Your Time Horizon & Risk Tolerance
Another Bonus: In this article, you'll get a sneak peek at what it's like to be an Investment Management Services client. If you're interested to get this help too, just reply to this newsletter!
If you want personalized guidance and encouragement from someone trained in comprehensive money planning, please visit our Well-Rounded Success Services website to see how you can work with a CERTIFIED FINANCIAL PLANNER™ professional.
Financial Quote of the Month
"What you earn is sometimes just a factor of what your industry or company is willing to pay you. It doesn't mean you work harder or have a more meaningful job. It doesn't imply you're smarter or better at negotiating a salary. It doesn't convey that you went to a better school or are more 'ambitious' or have stronger skills. It is what it is. A neurosurgeon will always make more than a kindergarten teacher, but both bear equal weight in so many more important categories than money."
When She Make More:
Ten Rules for Breadwinning Women
Well-Rounded Success Around The Web
An important topic was featured in Financial Planning Magazine and I was honored to be included to share insights on philanthropy and volunteering. Read the article here:
Help Clients Give Away More of Their Money. Yes, Really.
See pictures from the XY Planning Network National Conference in St Louis where it was fun to speak on a panel titled,
Crushing Financial Planning: How to Build a Repeatable Process
Thanks XY Planning Network for including one of my favorite articles about Moose Ear Leadership in your
Good Financial Reads: How-Tos
and also my video to help people to prevent impulse buying in your
Good Financial Reads: Cash Flow (Part Two)
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