Posts tagged overcoming financial challenge
5 Strategies to Move Beyond the Status Quo

There’s a lot to be said for maintaining the status quo.  It’s comfortable.  And familiar.  It is a great place to be when things are going well in life. 

But what if things are not going so well? 

I do not know your particular struggle today.  But I know you have one.  What are you going to do to fix it? 

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When to Hire a Money Coach

If you’re a regular reader of this blog, you are likely familiar with the role of a financial advisor.  In this guest blog post, Melissa Tosetti of The Savvy Life explains the role of a money coach, types of money coaches, and signs that perhaps you should hire one.

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3 ways to be healthy, wealthy and wise

There’s no question that physical, emotional, and financial health are intertwined. Financial concerns may trickle into other life domains: it is common to be more stressed, prone to health issues, and less engaged at work. My role as a CPA financial planner is to help families reverse that trend. You can live richly even if you aren’t yet “rich.”

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