Tag: Finance goals

  • Setting Priorities vs. Goals for the New Year

    Setting Priorities vs. Goals for the New Year

    For high achievers, or even moderate ones, the problem is less in setting good goals, as in finding the areas you can commit to that map to both the reality of your year ahead and the trajectory of your ambition. Priorities help.

  • The Gift of Being “Behind”

    The Gift of Being “Behind”

    We are all behind in some way, which is a comfort when you feel you are struggling in isolation. Big personal, professional, and financial growth is not for the faint of heart, and there is no user’s manual toward meaningful success.

  • “It Depends”

    “It Depends”

    Integrated personal, professional, and financial decision-making is the best approach to establishing your focus each year. It may be that opening a Roth IRA is the best route for you. Or it may be you need a different path toward your goals, based upon your current situation, values, and goals.

  • Invest Like a Woman

    Invest Like a Woman

    While the perception of women as hesitant in investing persists, longitudinal data indicates that if you had to pick who to emulate in investing, it would definitely be women.

  • Goals vs. Identity in Personal Finance

    Goals vs. Identity in Personal Finance

    When we look to create change and success in our finances, we usually focus on setting goals. Goals are incredibly helpful in moving the needle in your finances. Yet they fall short in one key area: they shift the focus away from identity. While behaviors, goals, and identity are intertwined, I’m going to make the…

  • What It Takes to Achieve Your Goals

    What It Takes to Achieve Your Goals

    When you are in the process of making magic with your finances, relationships, career, personal goals, you will likely need to spend more time that you would consider reasonable, but that doesn’t mean the magic won’t happen.