Mindfulness is a hot topic in today’s fast-paced world; a practice of being present in the moment, fully aware of where we are and what we’re doing, of not being overly reactive or overwhelmed by what’s going on around us. But mindfulness isn’t only a practice for yoga or meditation – it can also benefit your financial wellness. Here are three exercises to use mindfulness in your financial life. Exercise 1: Be Mindful of Your Savings Goals and Pay Yourself First Do you struggle to meet … [Read more...] about Practicing Mindfulness with Money to Boost Your Financial Wellness
Daniel Martinez
Starting Strong with First Quarter Investment Statements
Understanding your Quarterly Investment Statement is a key part of successfully managing your investment portfolio. Quarter 1 statements will start hitting your mailboxes in early 2023, so now is the time to freshen up your understanding of what exactly to expect from your Quarterly Investment Statement. What’s Inside My Statement? Quarterly statements are sent every three months of the calendar year. These statements provide you with a broad overview of your assets and investments, as … [Read more...] about Starting Strong with First Quarter Investment Statements
Adopting a New Year’s Resolution for Financial Strategies
Make your 2023 New Year’s resolution a great one! It’s time to line up your long-term financial goals with an effective tax-savings strategy. Now that’s a resolution! As you pull together documentation for filing your tax return, let’s look at a few strategies you can implement that could potentially reduce your stress and future tax obligations. A Time for Preparation Evaluating your finances well in advance of tax season will help you better prepare for Tax Day. The key is … [Read more...] about Adopting a New Year’s Resolution for Financial Strategies
Start Your New Year With A Jolly Financial Plan
Amid the office holiday parties, the gift shopping and the family gatherings, we also do a lot of looking back at this time of the year. As the holidays approach, it’s also a good time to reflect on your financial goals while starting to plan for the new year. Let’s look at a few financial tips and tricks you can add to your bag of presents this holiday season. 2022 Review In A Nutshell Take a moment to review your portfolio for 2022, did you meet your goals this year? A good starting … [Read more...] about Start Your New Year With A Jolly Financial Plan
