Are You Sticking To Your 2025 Financial Goals?
By Melissa Houston As the calendar edges closer to the end of January, it’s the perfect time to weigh in and reflect on the financial goals that you set at the outset of the year. Whether you planned to save more money, invest wisely, pay down debt, stick to a budget, or make more money in 2025,…
Read More5 Financial Lessons From Dr. Martin Luther King Jr.
By Lynnette Khalfani-Cox In memory of one of America’s most pre-eminent heroes, here are five financial lessons we can all learn from Dr. Martin Luther King, Jr.’s life and legacy. Lesson No. 1: Don’t wait for economic change—create it How many times have you complained about your workplace, your low pay or something unfair that happened…
Read MorePlanning Strategies to Implement in the New Year: Take action now and make this year a turning point in your financial journey
The start of a new year is the perfect time to revisit your financial goals and refine your strategies. By taking intentional and thoughtful steps, you can strengthen your financial foundation and set yourself up for lasting success. Here are five key strategies to consider, along with the reasons they’re worth implementing. 1. Create a…
Read MoreTen Very Unique New Year Financial Resolutions: Go beyond the basics and think creatively about how you approach money
The New Year is a time for fresh starts and setting goals, but when it comes to financial planning, the resolutions often seem predictable: save more, spend less, and budget better. While these are undeniably important, there’s an opportunity to think outside the box. Below are ten unique financial resolutions that might surprise you —…
Read MoreTop Five Year-End Planning Moves to Consider-Making these moves will impact your financial health for a better future
As the end of the year approaches, it’s an opportune time to review your financial status and make strategic decisions that can impact your financial well-being in the coming year. Implementing certain financial moves before the year ends can potentially save you money, optimize your taxes, and set a solid foundation for the future. Here…
Read MoreDecember: Time to Think About 2025 Resolutions
As the year winds down and the holiday season takes center stage, early December is the perfect time to begin thinking about your year-end resolutions. Starting the process early allows you to reflect thoughtfully on the past year and set meaningful, achievable goals for the year ahead. By giving yourself ample time to brainstorm, refine,…
Read MoreHealth is Your Most Valuable Asset By Far: A financial planner’s guide to smart eating and drinking during the holidays
The holidays are a time for celebration, indulgence, and connecting with loved ones. However, they can also be a season of excess – not just for your wallet but also for your health. As a financial advisor, I’ve learned that the principles of budgeting and planning apply just as well to holiday eating and drinking…
Read MoreTips to make your holidays more joyful by lessening financial stress
Stress about money can take a lot of the joy out of the holiday season, but a Texas A&M AgriLife Extension Service expert has some tips to help make your holiday season a little merrier through budgeting, prioritizing and considering gifting alternatives. Holiday spending can be a major stressor during the holidays, said Lakshmi Mahadevan, Ph.D., AgriLife…
Read MoreYear-End Charitable Giving Strategies to Consider: Charitable planning should be integrated into overall wealth management
As December 31 approaches, charitable giving becomes top of mind for many individuals. Whether driven by a desire to maximize tax incentives, honor a loved one, or thoughtfully allocate year-end bonuses, this season is a strategic time for philanthropy. For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, giving often requires careful planning and involves more advanced…
Read MoreHoliday Survival Tips to Stay on Financial Track: How to stick to your financial goals and enjoy the holiday season this year
As the year winds down, the holiday season brings excitement, celebration, and togetherness. However, it also brings increased expenses that can strain your budget and divert you from your financial goals. With a little planning and a few savvy strategies, you can enjoy all the season has to offer while keeping your spending in check.…
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