Tag: Goals


Prioritizing Your Dollars

Money is tight for many families today. Just a couple of years ago, most Americans felt pretty good. We had higher than ever real wages, the government was pumping money into the economy, and prices were cheap. Today these are mere memories: Families are being squeezed by both inflation and the government pulling money out…
Read more

March 16, 2023 0

If You Only Knew…

It may sound a bit obvious, but I want to pose a question: How would that statement end if you were speaking to: …your children? …your grandchildren? …your successor? …your apprentice? …your co-workers? My bet is that those words come fairly quickly and easily for many, if not all, of those as you considered on…
Read more

January 3, 2023 0

Arriving at Your Destination

A recent speaker told a story that I think most of us can relate to: Whenever I get in the car, I have a driving companion named Tom. He warns me in advance and reminds me just before a turn comes. Even if I make a wrong turn, Tom patiently tells me to turn around…
Read more

September 29, 2022 0

Summertime Checkup

Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year. Goals still the same for 2022? Has market volatility affected your goals? Note any changes since the first of the year that may…
Read more

June 13, 2022 0
Spring Cleaning

Spring Cleaning Your Financial House

Have you ever met anyone that doesn’t have at least one area of clutter in his/her house? I would bet that even the tidiest of homes has a closet or drawer that gets cluttered from time to time. Life gets busy. We throw stuff here and there, planning to deal with it later. Then before…
Read more

March 21, 2022 0

Getting Back to Simplicity

As life goes on, it seems to become more and more complicated. I remember those early days when I had a toy box and when it was time to clean up my room, everything went into one place – my toy box. What a huge relief it would be if you could take your entire…
Read more

January 10, 2022 0

Are We There Yet?

I love my kids, but towards the end of a long road trip, well…you probably know. What is it about our minds that make us more impatient the closer we get to our goal? If we are honest with ourselves, we are just like our kids. We drive a little faster on that last stretch…
Read more

January 4, 2022 0
Bucket List

Do You Have a Bucket List?

Recently one of the coaching groups I take part in sent an email encouraging me too take the time to write out a bucket list. To put my thoughts on the right track, they provided a sample of “101 Things to Do before You Die.”  I found it awe inspiring to read the thoughts of…
Read more

June 14, 2021 0

Did You Miss This in Your Retirement Plan?

Most people do! Have you considered your marital status during retirement – and its financial and social impact on you?  According to the US Census Bureau, 36% of people over age 65 were single in 2019. And as of 2019, there were almost 15 million widows and widowers in the country. So, whether you are…
Read more

April 19, 2021 0

Will You Flunk Retirement?

Today’s 70 is yesterday’s 50. Today’s 70-year-olds are performing mentally and even physically the way 50-year-olds did in the past. Most of us will live 20-30 years longer than our grandparents and parents; thus, retirement will be 20 to 30 years longer than it was for generations before us. It is no longer enough to…
Read more

March 10, 2021 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.