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Category Archives: Holidays

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SMART Goals for New Year’s Resolutions

Financial Planning, Holidays

SMART Goals for New Year’s Resolutions Are you setting a goal to “get healthy” in the New Year? You might be setting yourself up for failure before the New Year even starts. It’s not that your goal is bad or impossible. Your goal just isn’t SMART enough. But with a few tweaks, you can establish […]

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Could Extending Your Holiday Be Worth Considering?

Holidays, Retirement

Could Extending Your Holiday Be Worth it?   Remember those days during your career when just carving out a free weekend for a holiday felt impossible?   Now that you’re retired, time is no longer an issue! You’re free to travel where you want, when you want, for as long as you want. And, for […]

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Is a home refurb right for you?

Holidays, Retirement

In the past year and a half, we spent more time at home – and only at home – than we’d ever anticipated. Now that both the pandemic and our collective cabin fever is starting to decline, many people are reflecting on what lockdowns taught them about their houses and contemplating upgrades. But remodeling isn’t […]

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When Setting New Year’s Resolutions Be Sure to Rethink Your Financial Goals

Financial Planning, Holidays, Retirement, Tax Planning

If your New Year’s resolutions rarely last until Valentine’s Day, this might be the year to stop “resolving” and start setting goals. What’s the difference? “I’m going to be healthier” is a common resolution. It begs the question, “How?” Folks who can’t answer that question usually get frustrated and abandon their resolutions before they start. […]

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