Posts Tagged With ‘ Trending ’

When it comes to money and relationships, it’s important to be on the same page. But what if you’re not? Investor advocate and Wealthramp founder Pam Krueger, joined by Wealthramp network advisor, Bob Carroll, CPA, CFP®, CDFA™, went on the air in Cleveland to talk to viewers about the importance of working together with your partner to navigate your finances. If you’re struggling to align your ideas with your significant other or just need help with deciding which strategies make the most sense for your family, it can be helpful to work with a fiduciary, fee-only financial... Continue Reading

  APRIL 7, 2023  ■  5 MIN READ Lunges for lunch: 8 ways to be less sedentary at work By Tony Case   The return to the office doesn’t have to mean a return to bad habits — like sitting behind a desk all day, which, as has been amply reported, is terrible for you. Office workers spend two-thirds of their 9-to-5 in the sitting position, according to one study, which can lead to a whole range of ailments, including cardiovascular disease, diabetes, cancer and premature death. Ready to do something about it? We spoke to a few well-being experts about the best ways — whether... Continue Reading

Sarah is a highly respected  therapist, author, and speaker, with over 30 years’ experience nearing retirement age. She’s also a hands-on investor who knows what she wants. Sarah was searching for a highly qualified fiduciary advisor with the right expertise for her situation, and who would be responsive to her needs. Sarah found her way to Wealthramp by filling out a simple survey she found on Instagram. She didn’t really expect to find a needle-in-a-haystack advisor this way, but took a chance.  Sarah had already met several advisors that weren’t the right fit. Like many people, she... Continue Reading

There are many different definitions of intelligence. A widely accepted general definition includes the ability of the brain to think, learn, understand, reason, perceive relationships and connections, comprehend ideas and concepts, make decisions, and solve problems. (Intelligence is interpreted very differently across cultures – especially in third world countries.) The key concepts listed above, however, apply to cultures across the globe. Intelligent humans are successfully able to interact within their community/environment and find ways to thrive. Intelligence QuotientCognitive ability... Continue Reading

There are a lot of financial advisors out there, so how can you tell that your financial advisor is really working in your best interest? They may say they put your financial interests first, and they may even believe that they are. However, unless they are a Registered Investment Advisor (RIA) legally held to a fiduciary duty to act in the best interest of their clients, their loyalty may be to the firm they work for, not you. Financial advice is an industry, not a profession. While no one can just call themselves a doctor or a lawyer, the guidelines for who can call themselves a “financial... Continue Reading

Self-CareAs mental wellness month winds down (January), it offers us an important message to carry forward throughout the year regarding our self-care. By definition, “self-care” refers to the active role we contribute to our own happiness and well-being. While the need for self-care is more prominent during times of high stress in our lives, it should be a regular practice to protect our own health.  Sentiments and attitudes toward self-care include the following: Being gentle with yourself Taking time for yourself Valuing your energy and time Setting boundaries Loving yourself Listening... Continue Reading

Look at the difficulties in your life as a challenge rather than a roadblock. Change your self-talk from being negative about a situation to being positive of what you are going to do about it. Setting goals or outlining steps you can take can be motivating. LeAnne Stuver, M.Ed., BSN Director of Lifelong Learning Resilience has been described as the ability to withstand adversity and bounce back from difficult life events. Times are not easy now. How do we develop greater resilience to withstand the challenges that keep being thrown at us? In this interview... Continue Reading