by Niv | Jul 5, 2024 | Physical Health
We’re venturing into the second half of the year. It’s time to re-evaluate where you are with your physical health. Are you living a healthy lifestyle? Living a healthy lifestyle means staying active and eating the right foods to fuel your body. Living a healthy...
by Niv | Jul 3, 2024 | Profession
As we enter the second half of the year, it’s time to revisit your professional goals. Are you on track? If yes, that’s great news! Review your goals and make sure you include any adjustments. If not, then take time now to plan your action steps for the second half of...
by Niv | Jul 2, 2024 | Personal Finance
Living in retirement can be 30+ years for some people. That’s a long time. Think back to when you were 30 years younger and everything that’s happened since that time. When transitioning from saving for retirement to planning for retirement, that length of time can be...
by Niv | Jul 1, 2024 | Personal Relationships
My divorce was years ago. Looking back, I still remember learning the unspoken truth about friendships during divorce. Some people I thought would be there for me weren’t. I’m referring to good friends I had before I was married. Friends that I would talk with...
by Niv | Jun 7, 2024 | Physical Health
When developing financial plans and retirement plans for clients, one of the topics I address is their physical health. It’s one of the components in the 5 P’s of Life (an approach we use to define your lifestyle goals). Some may wonder why a financial advisor asks...
