The Blue Blaze

Are You Financially and Emotionally Prepared for Life's Big Transitions?

Posted by Frank J. Corrado, CPA, CFP on Aug 3, 2018 9:37:59 AM

 

Financial planning is more than just a series of savings and investments you lock away and forget about. Your money doesn’t exist in a vacuum. Your financial needs and priorities are going to change in response to the transitions that we all go through as we work, raise our families, and look ahead to retirement.

Managing these transitions is one of the keys to keeping your finances in balance, and to achieving a greater Return on Life™ (ROL).

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Topics: Values, Optimal Life,, Retirement, Career changes, Financial life guidance

Bryan Wanted More. Financial Life Guidance Delivered.

Posted by Sarah Robbins on Jan 18, 2017 11:13:46 AM

Bryan is a numbers guy. One day during the first leg of his 3 hour commute Bryan* calculated how many hours he'd spent commuting to the city during his 20+ years trading on Wall Street. The answer stunned him: 304 days.

Bryan had spent nearly one year of his life on the train.

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Topics: Career changes, Financial life guidance