by Kay Dee Cole | Apr 7, 2021 | Decision Making, Financial Planning
A new year always brings about conversations on goal-setting and resolutions. But a recent study found that less than 10% of resolutions become part of our lives in the long run. So how do you create habits that stick? Such a high failure rate may be due to making...
by Kay Dee Cole | Oct 10, 2020 | Financial Planning, Retirement
Medicare open enrollment begins October 15 and ends December 7 each year – this is the time for anyone on Medicare to consider whether changes need to be made to their coverage. But wait, is it necessary? That depends! Have you moved? Has your health changed? Have...
by Kay Dee Cole | Aug 20, 2020 | Decision Making, Financial Planning, Investing
As we face increased uncertainty about our lives, work and the markets, it can be easy to become anxious and fearful. And while some worry is good for us, too much of it can lead to impulsive decisions and negative health effects, like dizziness, insomnia, headaches...
by Kay Dee Cole | May 5, 2020 | Decision Making, Financial Planning, News
Optimism and pessimism can change your investing habits, and the media actively participates spreading the fear. Headlines often accentuate the negative because that is what gets us to tune in. Why? Because pessimism and cynicism are weirdly addictive. But they can...
by Kim Hall | Dec 12, 2019 | Financial Planning
New Year’s Resolutions – a beloved tradition when we decide on new habits to practice during this fresh year that are going to make the next year even better that the last. In an ideal world, we stick to them and make powerful changes. But more often than not, we try...
by Kim Hall | Nov 21, 2019 | Financial Planning
The importance of gratitude was recognized as far back as 54 BCE when author/politician Cicero claimed in a letter that “Gratitude is not only the greatest of virtues, but the parent of all others.” Apparently, he really thought highly of being thankful! More...
