Live Financially Well

With some 95% of its activity occurring subconsciously, your brain can be quite tricky. With every spontaneous signal, our cerebral synapses expose us to countless behavioral biases, duping us into making misguided money moves long before our rational resolve kicks in.   “As investors, we leap before we look. We stay when we should go. […]

In Part 2 of our three-part series on bringing order to your investment universe, we looked at how to balance sensible tax management with effective investment planning.   Today, we’ll wrap our series with additional ways to ease your transition from chaotic to more orderly investing. Some steps are purely practical. Others help you remain calm

With some 95% of its activity occurring subconsciously, your brain can be quite tricky. With every spontaneous signal, our cerebral synapses expose us to countless behavioral biases, duping us into making misguided money moves long before our rational resolve kicks in.    “As investors, we leap before we look. We stay when we should go.

As we covered recently, environmental, social, governance (ESG) investing is a relatively new approach for investing “ethically,” however you define the term. Some ESG investors may be more values-driven, hoping to best align their investments with their personal beliefs. Others are more value-driven, hoping for higher returns by investing in companies whose sound ESG practices are

If there’s one trait nearly everyone shares, it’s a desire to make the world a better place. No wonder there’s so much interest in environmental, social, governance (ESG) investing. Who wouldn’t want to try earning decent if not stellar returns, while contributing – or at least causing less harm – to the greater good?  But

If you think about it, “reflection” is an interesting word. Depending on the context, it can mean gazing backward in time, inward to your personal core, or outward at how others perceive you.   Regardless of the view, we believe there’s great value in taking time to reflect on both the global and personal experiences looming

As financial advisors, we help people attain financial independence. Usually, our personalized planning conversations are enough to help them establish a healthy, happy relationship with their money. But sometimes, we uncover bigger pain points we need to move past before we can move on.     There’s no shame in that. Almost all of us have

Nobody wants to make investment mistakes. And yet, we’re human; mistakes happen. Here’s how to minimize the ones that matter the most, and make the most of the ones that remain.   Bad Decisions vs. Bad Outcomes  First, let’s define what we’re talking about:   Investment mistakes happen when you make bad decisions,   regardless of whether the

Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways you can end up unavailable to make critical financial or healthcare choices for yourself or your loved ones. If you’ve not documented your desires in advance, it can add extra stress for everyone, plus the outcomes may not be what

As tax season is upon us, we wanted to take a moment to remind you that this season is the prime time for identity theft. At PlanSimple we care about your safety and security, so we wanted to take a moment to share a few tips to help you avoid financial scams and identity theft