![]() ![]() Start asking questionsĪfter you’ve consolidated, ask yourself, “what is my total allocation across all investments in all locations?” “How much do I own in aggressive style investments?” “Would market shocks or volatility affect my lifestyle more than I currently suspect?” We can help you answer those questions. The worst part is the smaller ones, $25K or less, that frequently get lost altogether! Consolidation into fewer accounts makes financial life easier. Many are invested without any particular goal in mind. The average family I work with has well over ten investment accounts before we get started. More rooms/accounts means losing track of your ‘stuff’ Your subscription providers will contact you requesting you to re-up. To fix this, I recommend changing your credit card number every 18 months or so. Subscription services are often too difficult to cancel and too numerous to hunt down. A passive aggressive credit card strategy ![]() The goal of the game is to only keep the expenses that fit your model for true joy. Think $20,000 vacations three years in a row instead of that new Porsche or Tesla lease. Research shows that experiences are worth more in terms of happiness than material goods. When you spend, ask yourself, “Does this Spark Joy?” Here’s how you can use her ideas for your money’s tidiness. ![]() Marie Kondo has sold millions of copies of her book, “The Life-Changing Magic of Tidying Up”, and was named on the Time 100 Most Influential People this year. I’ve recently been caught up in the KonMari tidiness phenomenon. ![]()
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