Tag: advisor

Learning How to Trust the Process, Step by Step

| Personal Financial Stories

I wanted to skip steps and I didn’t even know it. Recently, I inherited some money, and I’ve struggled to figure out what to do with it. I’ve been caught between wanting a new, more luxurious lifestyle, and wanting the money to grow and provide an income for me in retirement. Should I invest in ...

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Your Money Strategy

| Personal Financial Stories

I don’t know who I am anymore. When I was 25, I gave birth to my only child and she became my focus. For ten years, I struggled to pay the bills with freelance contract work and provide for my daughter and myself without any support. My financial goals were always clear and immediate — ...

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