Category: Life Planning

Financial Health

How is Your Financial Health?

Your financial health is akin to your physical health—there are two ways you can go about managing it. Most people wait until something isn’t quite right or something needs attention. Then they try some medicine, go the doctor, or make changes to their lifestyle. The second path is one much less traveled: the preventative route. …
Read more


March 12, 2024 0

Are You Taking Your Financial Supplements?

Recently I was speaking with a client about how important it is to take preventative measures in regard to health – eating right, exercising, and taking the right supplements. People are living longer than ever before, but that doesn’t mean we are living healthier than ever before, which can prove to be a double whammy.…
Read more


March 7, 2024 0
Guarantee

Are Guarantees Enough?

The word “guarantee” most often breeds two responses— Sigh of relief…Safety Is this too good to be true??? I think it’s safe to say that anyone facing imminent retirement today or anyone who has been retired for quite some time would tell you that they would love to see the success of their retirement guaranteed.…
Read more


February 28, 2024 0
Preparation

Separation in Preparation

It’s the day after Super Bowl 58 and I am finally able to mutter the words…Dallas Cowboys without angst. We should have, could have, would have…. This week’s article title came by way of a colleague, who just happens to be a Green Bay Packers fan. It was in a humble effort of sportsmanship that…
Read more


February 13, 2024 0
Determined

Are You Moving Forward with Intention?

Ah. New Years’ Resolutions. Everyone fills their list with lofty and hefty goals… often times, too many hefty goals. The end result is complete burnout before the month of January even ends. Did you know that the second Friday in January is actually called “Quitters Day”?! According to Inc.com, a whopping 91% of us won’t…
Read more


January 10, 2024 0
Digital

Cybersecurity Checklist

Looking for ways to boost your cybersecurity? This scorecard and checklist might come in handy. Follow the link below to download the PDF version. Click here to download your 2024 Cybersecurity Checklist.


January 3, 2024 0
Lawsuit

Two Reasons You Get Sued

The first is when you do something… and the second is when you don’t. This satirical statement, shared by a good friend, may have given you a chuckle, but there is a wealth of truth lurking behind it. Frankly, we are living in a litigious world. We would all like to believe that the people…
Read more


October 11, 2023 0
Outside the Box

Money Ideas No One Thinks Possible

Earlier this year, we shared a parable about a giant ship engine that quit working. Countless hours and money were spent hiring experts to do the job. No one could get it working. Then, along came an old man who had been working on ship engines since he was a child. He inspected the engine…
Read more


May 24, 2023 0
Stress

Stress – Financial, Business, Life?

The irony of stress is realizing it isn’t good for you, then stressing about being stressed. Keeping with the theme of Mother’s Day this week, ask yourself…what advice would your mom offer you? …Hold your horses. …Take it down a notch. …What part of ‘no’ don’t you understand? …Shut the door! Who do you thing…
Read more


May 16, 2023 0
8 Life Planning Issues

Preventative Financial Care

The August 2008 Money Magazine offered up an article of several successful individuals talking about the smartest financial advice they have ever received. Billionaire and CEO of Virgin records, Richard Branson shared a story about his lack of knowledge in the financial realm and being humble about what you don’t know. Have you ever noticed…
Read more


April 19, 2023 0

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.