Posts tagged personal finance
How to Budget Wisely during a Recession
How to Budget Wisely during a Recession

There are only so many things within your control, and cash flow planning is one of them … regardless of whether we are officially in a recession or not. Budgeting wisely is crucial during your family wealth-building journey.

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New + Noteworthy, TacticsDeb MeyerRedefining Family Wealthbudget, budgeting, cash flow, cash flow plan, cash flow changes, unemployed, hours reduced, business income, business expense, PPP loan, COVID-19, Coronavirus, fixed expenses, discretionary expenses, change of income, income reduction, pandemic, small business, estimated taxes, personal finance, business financesComment
Alphabet Soup: Financial Advisor Designations
Alphabet Soup: Financial Advisor Designations

Not all advisors are created equal. Some of us invest deeply in professional designations and continuing education to bring the most value and expertise to the clients we serve.

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New + Noteworthy, FoundationDeb MeyerWorthyNest LLCfinancial advisor, financial planner, designations, professional designations, CFP, Certified Financial Planner, CPA, Certified Public Accountant, CEPA, Certified Exit Planning Advisor, personal finance, exit planning, accountantComment
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