Have you noticed: Our lives are constantly bombarded with drama. if we allow it to be. Whether it makes headlines like the collapse of First Republic Bank earlier this week or is portrayed in TV dramas like the ultra-high net worth thriller “Succession,” these stories grab our attention and can potentially throw us into a world of worry or what-if's.
But keep all the drama where it belongs – out of your finances. We have managed client's "hard earned money" for almost 4 decades with success.
The truth is, few theatrics (if any) are needed in the consistent work of paying down debt, saving for future goals, and protecting the ones you love. It’s really all about building upon good habits that help you make calm, rational decisions with your money.
As always, I’m here to help and answer any questions you may have about how the news of the day affects you. And the articles below can help keep the drama to a minimum as well. Enjoy!
Success in all your efforts,