Posts tagged investment advisor
Defining Your Vision and Family Values
Defining Your Vision and Family Values

There are two super powerful things you can do to better understand your needs and desires out of life: define a long-term vision for you and your family, and define the values that you use to direct your day-to-day decisions.

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New + Noteworthy, FoundationDeb MeyerWorthyNest LLCvision, family values, defining your vision, greatest worth, personal finance, money savvy, investment advisor, comparison, financial planning, financial anxiety, fiduciary, live with intention, long-term vision, day-to-day decisions, Life Vision, big picture goal, creating a budget, American Dream, fulfilling, abundant life, personal valuesComment
The Power of Values-Based Investing
The Power of Values-Based Investing

Once you have decided on an asset mix that is properly diversified, it is time to explore an overlooked aspect of investing: the companies in which you are actually invested. This is where values-based investing comes into play.

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New + Noteworthy, FoundationDeb MeyerWorthyNest LLCinvesting, Values, values based investing, biblically responsible investing, traditional investing, power of investing, sin stocks, greater good, Eventide, moral responsibility, Christian investing, Catholic investing, ESG, asset diversification, investment mix, investment advisor, financial advisorComment
What to do with your 401(k) plan
What to do with your 401(k) plan

Whether retirement is near or far away, you’ve been assured that more savings now generally leads to a bigger nest egg later. You believed that diligence and determination were the keys to building wealth.

So, in today’s uncertain economic environment, what do you do with your employer-sponsored 401(k) or 403(b) plan?

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New + Noteworthy, TacticsDeb MeyerRedefining Family WealthCOVID-19, Coronavirus, djia, dow jones, stock market, stock market crash, stock market volatility, wealth, wealthy, emergency fund, opportunity fund, retirement plan, retirement savings, retirement, how much to save for retirement, 401k, 403b, economics, investment, investment accounts, Investment Strategy, Amazon, bonds, fixed income, target-date, target asset mix, stock, mutual fund, equities, rebalance, self-directed, investment advisor, risk tolerance, conservative, aggressive, loss aversion, stock declines, financial anxiety, market volatility, stock market swings, 401k contributions, take money out of the 401k, IRA, IRA rollover, Fidelity, Schwab, financial planningComment