Your Financial Wellbeing: Time for a Check Up
2020 was a crazy year, to say the least. Work became remote, kids moved home, and daily routines went out the window. The global pandemic generated levels of stress and challenge that we have never faced before. In this article for Thrive Global, Jill Fopiano, President and CEO of O’Brien Wealth Partners, shares why now is a great time to reassess your personal financial roadmap to see what might be missing.
Can You Invest for Profit and Purpose?
Many of our clients actively seek to make a difference in the causes they believe in through volunteering and charitable donations. In recent months, a growing number of O’Brien clients have asked how they can use their assets to effect change through investing.
Diagnosing The Health Of Your Portfolio During This Period of Uncertainty
In addition to our personal health, the current state of the world has drawn our financial health to center stage. Prior to the current recession, we experienced the longest bull market in history. During such times, it’s easy to adopt the “if it ain’t broke, don’t fix it” approach, but that shouldn’t apply to your financial life.
Lis Zimmerman, Senior Advisor and Director of Financial Planning, talks about financial health and aligning your portfolio with your goals and life plan.
Women and the Money Taboo
Whatever the reasons for avoiding the subject – discomfort, embarrassment, awkwardness, shame, fear of being impolite – the fact is that women tend to avoid talking about money with others. Women need to talk about money for themselves, and for their sisters, daughters, nieces, and friends. Here’s why, and how you can start the conversation today.
Planning for the Unexpected
While talking about illness and death is never enjoyable, discussing your wishes is important. You and your loved ones may also want to document your wishes. We have prepared a simple worksheet you can use to guide a discussion as well as record important financial information your caretakers will need should you become incapacitated or die.