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Yoga & Wealth Building

Namaste Invested: Look to Yoga to Build Your Wealth

I’m always looking for more interesting and engaging ways to discuss personal finance topics. This article was creative and had some good tips.

I Just Received My Open Enrollment Benefits Booklet. Am I Actually Supposed to Read This Thing?

If you are like most people, you ignore your company’s open enrollment period and just go with what you have had set up since you started there. BUT there are easily overlooked opportunities and information in the benefits booklet you should be paying attention to. Meg Bartlett does a great job at explaining what you should be looking for and why.

If you don’t want to do this yourself, a financial advisor with a holistic approach will offer to review these benefits for you.

Please Be Reminded

While the market is doing its thing, here are important reminders.

An Unhealthy Obsession With Money

Think more money will solve all of your problems? Read this.

At 93, She Waged War on JPMorgan and Her Own Grandsons

An article about what NOT to look for in a financial advisor. Stories like these make the general public hesitant to seek financial advice because they are afraid of getting duped.

There were MANY flashing red flags with this story: inappropriate investment strategy, lots of unnecessary trading, product pushing, no account statements…

Trust your gut and watch out for red flags when selecting the right advisor for you.

True Success Is More Than Ticking Boxes

“Imagine reading a story titled The Relentless Pursuit of Booze.” As the opening line, it certainly got my attention!

The article asserts that success and happiness will not be found “on the hedonic treadmill of your professional life.” If you had told me that when I was 25, I would have laughed in your face and said Watch me! Now that I am older and wiser (hahahahaha…), I see the truth in it.

If you had told me that I would hike to the top of steep hills at age 25 by choice, I also would have laughed in your face. But, lo and behold, here’s me a couple of weeks ago. #reformedindoorperson #reformedworkaholic

Taking next week off. Will see you and your inbox in a couple of weeks.

Employee Benefits/ 401k, Financial Planning, Investing