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October 2018 Update

October 2018 Update

by Julia Chung | Oct 29, 2018 | Fee Only Financial Planning, Goal Planning, Monthly Spring Update, Personal Finance

For many of our clients, one of the most frustrating moments of working with expert advisors is when you have this realization: There is rarely one “right” answer. Even when you process this initial realization, and think to yourself, “Sure, everyone is different,”...
Book Review: Mindset: The New Psychology by Carol S. Dwek

Book Review: Mindset: The New Psychology by Carol S. Dwek

by Kathryn Mandelcorn | Oct 23, 2018 | Book Review, contentment, Personal Financial Planning, Relationships

Mindset: The New Psychology of Success is the outcome of decades of research by Stanford University psychologist, Carol S. Dwek. Her findings produced the idea of fixed mindsets and growth mindsets. Dwek describes the Fixed Mindset as belonging to those who believe...
What to do when your parents haven’t planned

What to do when your parents haven’t planned

by Julia Chung | Oct 18, 2018 | Personal Financial Planning, Relationships, Retirement, Retirement Planning

Your parents have been adults for as long as you can remember. They always had things in hand. They paid the bills, put a roof over your head, bothered you about cleaning up your room and doing your homework, and cried at your graduation/childbirth/other meaningful...

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