The 3 T’s: A Framework to Know When to Hire a Financial Professional
For most people, the thought of hiring a financial advisor exists on the back burner, somewhere between going to the…
Author: Steve Athanassie, CFPⓇ, AIFA
Setting Strong Goals for Your Future Self
For many people, the new year is an opportunity to start fresh, often with a list of lofty goals and…
Jupiter, Saturn, Santa, and an Election Year – Here is How They Might Impact Your Investments
Let’s explore the connection between your investment portfolio, a couple of planets, Kris Kringle, and an election year. Since the…
What Impact Will a Presidential Election, Planets Aligning, and Santa Claus Have on Your Portfolio?
What impact will a presidential election, Jupiter and Saturn aligning, and Santa Claus have on your portfolio? That’s coming up…
How Do I Know if I Have Saved Enough for Retirement Based on My Current Lifestyle?
In this video, we’re going to deal with the question, “how do I know if I’ve accumulated enough money to…
What is a Family Office and How Do You Create One for Your Household
A family office is comprised of typically having an attorney on the team, having a dedicated accountant or CPA on…
How Do You Start Building Your Savings
The key is to get started. That’s really the key, to put some money away, put some money aside on…
How Aggressive Should You Be When Investing Your Money?
Some people are very comfortable with volatility and they understand that the markets go through cycles and they’re very comfortable…
How to Approach Your Search For a Financial Advisor…And Decide Whether It’s The Right Time To Do So!
Right now, maybe you’re thinking… “I’ve already got a decent grip on my finances, budgeting, debt, investment and retirement planning……
How Should You Approach Your Investment Strategy?
Oftentimes when you’re just starting and trying to accumulate money for retirement you’ve got a time horizon that is 30…
How a Solid Budgeting Strategy Fits Into Your Holistic Financial Wellness Picture
If you’ve ever wondered how important budgeting might be, to what I like to call financial wellness… It’s a huge…
Do You Still Need to Worry About a Budget if Your Are Financially Secure?
It was the beginning of 1985 when I started as a financial advisor right out of college. One of the…
The Difference Between Good Debt and Bad Debt (and What You Should Do About It)
What do you think of, when you hear the word debt? Does it make the hair on the back of…
How Would You Define Financial Wellness?
Most people deal with their finances in compartments. They compartmentalize things. They look at their 401K, they’ll look at their…
Using a Holistic Financial Wellness Approach (And What That Really Looks Like)
Unlike many financial advisors, I believe using a holistic approach to finance and well-being aligns all aspects of your life…
Steps to Reduce Your Risk of Identity Theft
Last year was big for our family. We finally gave in and got cell phones for our kids. When we…