by Meenakshi Sharma | Mar 29, 2023 | In The News
If you’re planning to retire soon, there are key financial steps to consider to ensure a smooth transition. Start by reviewing your budget to understand your retirement income needs and adjusting expenses where possible. Next, assess your Social Security...
by Meenakshi Sharma | Mar 23, 2023 | In The News
Teaching kids about money from a young age can set them up for a lifetime of financial success. Here are seven practical ways to guide them: Lead by Example: Kids learn from watching their parents. Demonstrate smart financial behaviors, such as budgeting and saving,...
by Meenakshi Sharma | Mar 16, 2023 | In The News
Retiring comfortably requires strategic planning, with savings targets based on lifestyle, location, and retirement goals. Experts recommend starting with a goal that covers 70-80% of your pre-retirement income annually. Factors like inflation, healthcare costs, and...
by Meenakshi Sharma | Feb 3, 2023 | In The News
The relentless grind of hustle culture—working long hours with little rest—has become popular, but it often leads to burnout, stress, and a lack of balance. This culture prioritizes constant productivity at the expense of health and personal well-being. Moving away...
by Meenakshi Sharma | Jan 20, 2023 | In The News
Building wealth often starts with a shift in mindset. By adopting a positive attitude towards money, setting clear financial goals, and committing to consistent saving and investing, you can pave the way toward financial success. Key strategies include learning to see...
by Meenakshi Sharma | Nov 13, 2022 | In The News
Wealth manager Chad Willardson advises couples to discuss finances once a relationship becomes serious, especially if planning to share expenses or move in together. Willardson highlights that money conversations can prevent misunderstandings and build trust by...
