THE RIGHT APPROACH FOR RIGHT NOW

Sometimes, when the world seems chaotic, spending as little money as possible can feel like the only thing that makes sense with our finances. Is that the right approach for right now?

When it comes to your overall wellness, it’s not just about pinching pennies. True success encompasses achieving a well-balanced and fulfilling life. Although saving and investing are primarily designed to help you pursue long-term goals, it’s equally important to consider your emotional goals along the way.

Life is meant to be LIVED, after all.

So, if you’re considering a change that may not make financial sense right now – whether it be a sabbatical or other type of leave, a dream vacation, or undertaking a home renovation – consider it an aspiration that may be worth it in the grand scheme of things. Remember, not every decision needs to revolve solely around numbers and spreadsheets. Working together, we can better understand your aspirations, habits, and tendencies, so you can identify moments when taking a risk could be beneficial – in more ways than money.

Let’s talk about it. These articles provide additional insights, news, and real-life examples to help guide you as well.  

How To Make Good “Bad” Financial Decisions

Most Seniors Will Need Long-Term Care. Here’s How to Save for It.

The Economy Was Supposed to Slow by Now. Instead It’s Revving Up.

The average American shopper will drop $1,652 worth of holiday cheer this year, Deloitte predicts

Spooky Season: Six Scary Stats About Money

Click here to listen to the podcast: Impact of Family