When we see change coming, how do we resist the urge to do something rather than nothing? And how do advisors help clients with that same urge? Talking fixed income in a rising rate environment here: https://bit.ly/2Ndgj9T
WE ARE TEMPORARILY WORKING REMOTELY
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Meetings available in our St. Petersburg, FL office or by Zoom videoconference
I find it is most helpful to offer an initial phone consultation so I can better understand your issues and concerns. After the call, we will both know whether there is a fit, or if it makes sense to schedule an appointment. We'll chat about your needs, your goals, and what steps are right for you. Financial planning services can be provided in our offices or remotely using Zoom video and screen-sharing.
Even people who are "good with money" can have trouble making money decisions.
“As I always tell my clients: there are no right or wrong money decisions; there are only money decisions which are right or wrong for you. Holly's book is an excellent guide and tool to help you get clear about what is most meaningful and right for you.”
Jennifer Lazarus, CFP®
Lazarus Financial Planning
Holly P. DonaldsonFollow
Currently on break from Twitter. Financial wellness = physical + emotional + social + mental wellness. Fla native; mountain wanderer.
My name is Holly and I am a Twitterholic. After reading Cal Newport’s book,
#DeepWork I have decided to take a Twitter break. My loved ones will be monitoring my vital signs for any withdrawal problems. I will return when I can do so responsibly. #addictedtodistraction
Ask yourself why you want to refinance. What is your main goal? Is it to save on monthly payments, finance a home improvement, or increase your long-term wealth? The best argument for refinancing is to increase your long-term wealth.