Retirement is a time to pursue dreams, explore new opportunities, and enjoy the rewards of years of hard work. But ensuring your retirement aligns with your aspirations requires regular attention to your financial plan. Life changes, market conditions, and evolving goals all play a role in shaping your retirement strategy, making it essential to revisit your plan periodically to ensure it remains on track. Whether you’re a few years away from retirement or already enjoying your golden years, learn six steps to help you evaluate and adjust your retirement plan to better align with your needs and aspirations.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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You might think that the level of happiness you feel about money, your work, your social life, or your relationships is derived from what happens in each of those areas of your life. But, actually, your perception of the things that happen is what truly makes a difference in your outlook. It really is all about perspective, and psychologists who study this cognitive bias call it the “framing effect.”

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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While we often associate resolutions with the start of a new year, financial goal-setting can happen whenever you're ready to take action. Establishing clear financial goals can help provide direction and structure for your money management, whether you’re saving for the future, managing debt, or working toward a specific milestone. In this episode, you'll learn four main advantages of setting financial resolutions and how they can contribute to a more focused and intentional financial strategy.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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