It’s December and during a year with so much uncertainty, fear, and overwhelm, we’re taking a moment to look back on what’s changed here at North Financial Advisors in 2020. Despite a global pandemic it’s been a big year for me as well as my...
A question that’s been coming up with clients in their 30s and 40s lately is, “I keep hearing so much about compound interest, and I’ve been saving extra for years, but I don’t actually see the compound growth yet, what’s going on? When can I actually retire?” I get...
This is a challenging time for us all. There’s misinformation everywhere and the news and government responses are changing so fast that it can be too much to keep up with. If you’re struggling to navigate your finances since being impacted by covid-19,...
I’m a financial planner so saving is something I can get obsessed with. I love the end of the year because I do tax planning for myself to figure out what my taxes will look like and I play with different scenarios for how much to put in my solo 401k. I’m a geek...
Whether it’s saving for travel, building a nest egg to start your own venture, or saving enough for a comfortable retirement, chances are, you’ve got a few financial goals weighing on your mind. I know because most of my clients come to me with competing priorities...
Home buying is an emotionally loaded decision. The irony of it is, people often spend far more time planning vacations than they do on the decision process for choosing a home. It’s so tempting for this major life decision to be fully based in feelings, not...
If the answer to that question differs from how you're spending your time today, you should read this book. It offers a path to a more purposeful and fulfilling life through research and stories from real women who took steps to pursue their dreams. Each chapter has a workbook to help guide your self reflection.
