This is a guest post from one of my dear clients Stacie, who I wrote about in an earlier blogpost about her budding journey toward living her own dream.
This is a guest post from one of my dear clients Stacie, who I wrote about in an earlier blogpost about her budding journey toward living her own dream.
Giving your power away when it comes to your money is an age old affliction that affects both men and women, the rich as well as the poor, the famous and the non-famous, the young as well as the old.
If you’re a single boomer and find yourself happily or begrudgingly back in the dating scene, it’s only a matter of time before the right person comes along and captures your heart as well as your imagination.
For the next 19 years, close to 10,000 boomers will turn 65 everyday and the majority will also be heading into retirement.
Back in the day, I considered myself an ‘outsmarter’. It was the mid-80’s, I was young and carefree and believed, as did the vast majority of my friends and colleagues, that we had the winning formula for stock market success.
Today I had a Skype call with one of my favorite clients. Stacie, a 1st generation American, is in her late 30’s, currently lives in Florida, and up until very recently, had a very successful and lucrative career as an engineer for a global consulting firm. Stacie had the type of career that her family had dreamed of for her, and her parents were willing to immigrate to the U.S. to ensure that she could have.
If you’re like the majority of people, come the New Year, you feel almost a primal urge to do something about your finances.
It may be something simple like checking to see how your investments performed last year or perhaps something more ambitious like developing a comprehensive financial plan.
What exactly you do is not the point, but definitely do something, anything, just get started. What you’re looking to do is get into the habit, at least once a year, of investing some time in not only how your relationship with money is going individually as well as with your partner, but also in assessing the previous year from a your money and your life holistic perspective. Call it the year in review.
