EMBRACE CHANGE FOR FINANCIAL WELLNESS
What is your standard response to change? Do you resist or embrace life’s transitions? Do you view change as positive, negative, or simply inevitable? I suggest that change is an essential part of life.
A money-savvy guide to joyful giving
What do you think of when you reflect on holidays gone by? Do you have sweet memories of time spent with friends and family, or unpleasant recollections of frantic gift-buying, stress, and debt?
Navigating the complexities of caregiving
Many of you may find yourself in the same situation I have been in for 15 years, working through how to care for your aging parents or other relatives in a way that honors them, gives them as much independence as possible while keeping them safe, doesn’t harm your mental or physical health and doesn’t bankrupt everyone.
You don’t have to be a Financial Statistic
Statistics are interesting numbers. Some people love them, and others think they are a way to twist things to a particular advantage.
Gaining more than they give
“We continue to participate in the event because we gain more than we give.”
De-influence your finances
Beware of taking advice from social media influencers who are often paid for catchy videos advertising a product or service they don’t even use.
Do you have financial wisdom? Here’s how to find out, and why it matters
How much has your financial literacy or lack thereof cost you in the past year?
The Pros and Cons of Secure Act 2.0
Some rules are changing around retirement accounts.
What kind of financial example are you setting?
What is your life telling your children about money? Never underestimate the strength, good or bad, of your example, of your courage to demonstrate what life can be when you make wise financial decisions and live within your means. Just as an inheritance is a financial legacy, so , too, is your example. No matter where they go or what they do in life, your children and grandchildren will carry this legacy forward.
5 Tips for keeping the promises you made to yourself
If you are like me, you have made plenty of promises to yourself that you haven’t kept. Here are five tips to help make it easier for you to keep your financial promises to yourself.
Kathy P. Rogers
Life Planner
Business Coach
“The process of planning for the unexpected begins with a conversation. I want to get to know you – your dreams, your goals, your passions. I want to know what makes you who you are. My goal is to listen, then help you design a plan that aligns with all these things as well as your budget.”
Marston Rogers Group
Kathy Rogers is owner and VP of Marston Rogers Group, a financial services and life insurance business. As a Life Planner, her passion is to help individuals and businesses review where they are, then help them design and implement life and retirement plans as well as business exit strategies. Through proper planning and execution, the financial anxiety surrounding life goals and retirement can be greatly reduced.
