By Colleen Weber, CFP^®, CPA

You watch the market price of your investments spike up and dip down erratically and it’s got you worried. I get it. It’s tempting to want to pull out of the market the second you see things going south. But honestly, market volatility is unavoidable. So what do you do during these uneasy times? To help you prepare for the inevitable ups and downs of the market, follow this three-part plan.

By Colleen Weber, CFP^®, CPA

What do you think of when you hear the word retirement? Spending your days on a golf course? Sleeping in as late as you want? Flying down to Arizona for the winter? Doing absolutely nothing for the first time in your adult life?

By Colleen Weber, CFP^®, CPA

People are talking. They’re anxious to see where the market is headed. Maybe you’re one of those people, wondering what 2019 holds, what the economy will do, how you can prepare. Wishing someone with a crystal ball would show up to predict the year to come.

By Colleen Weber, CFP^®, CPA

As you celebrated the start of a new year, did you join the millions of others who use this fresh start to conquer goals and accomplish things that are important to them? While setting New Year’s resolutions is a healthy way to set your intentions for the year, 80% of resolutions fail by February. (1) Thankfully, it doesn’t have to be this way. If you have dreams of making 2019 your best financial year yet, these 7 small but impactful steps will help you jump-start your financial plan and set a firm foundation for your financial life.

With the holiday season in full swing, our team at Colleen Weber CPA, CFP® would like to take this opportunity to wish you and yours a happy holiday and a wonderful new year! We are grateful to have clients like you and appreciate your trust in us to provide exceptional services that help you save money on taxes, simplify your financial life, and enjoy increased peace of mind.

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With the end of the year and the holiday season upon us (especially Thanksgiving), I thought that it would be perfectly fitting to spend some time talking about gratitude. Sometimes we let the busyness of life, work, and all the other distractions out there get the best of us, causing us to completely forget about expressing gratitude to ourselves and others. In addition, we are so naturally inclined to think into the future, whether it be to obtain more “things,” achieve the next milestone, etc., that we never stop to be grateful for what we have in the present moment. My hope is that in reading on about the benefits of gratitude, you will adopt more of an “attitude of gratitude” in your daily life.

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If some random person off the street handed you $10,000 in cash, no strings attached, and would pay the taxes on this windfall, what would you do with it?

Read More “Generational Financial Divide”

Microsoft founder Bill Gates recently wrote a blog column outlining the three most important facts that people should know about our world today.  It turns out that there were actually quite a number of facts, but they were related to three basic categories of human existence.

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High-achieving people will tell you that they sacrificed to get where they are, but what, exactly, did they sacrifice?  An article in Forbes magazine lists 18 things that high-achieving people routinely give up—and many of them are not what you would expect.

Read More “What High-Achieving People Have Learned To Give Up”

Where should you go on your next vacation trip?  Your satisfaction and enjoyment level may depend on who you are, according to psychologist Joshua Jackson, associate professor at Washington University in St. Louis.  He identifies five core personality types—extraversion, agreeableness, conscientiousness, neuroticism and openness. And then he identifies a great potential vacation destination for people with each personality trait.

Read More “Fit Travel To Personality”