by Niv | Oct 4, 2023 | Profession
Through my practice, I work with individuals who recently lost their spouse. It’s difficult to watch someone struggle with grief while facing the realities of their financial situation. Often, they may be in a situation where there isn’t enough income to support the...
by Niv | Sep 6, 2023 | Profession
Going through a divorce is difficult. Not only does it impact you emotionally, but it also impacts you financially now and in the future. Unfortunately, some people will make decisions during a divorce based on emotion instead of financial impact. For example, some...
by Niv | Aug 2, 2023 | Profession
If you’re planning for retirement, you may be focused on the money aspect – running calculations to ensure you won’t outlive your money. While that’s an essential aspect of retirement planning, it’s not the only item to consider. Look beyond money when...
by Niv | Jul 5, 2023 | Profession
“When the cat’s away, the mice will play.” It’s a saying that means when there’s no supervision, people tend to do as they please … even breaking the rules. When your boss is on vacation, you may see coworkers coming in later than normal. They may even...
by Niv | Jun 7, 2023 | Profession
When there’s an issue with your client, pick up the phone and call them. If your texts or emails go beyond two messages regarding a situation, take it as an indication that you need to call your frustrated client. When going back and forth via text or email,...
by Niv | May 3, 2023 | Profession
When someone sends you a referral what do you do? If referrals help your business, develop a process to keep them coming your way. Whether it’s from an existing client or a professional connection, make it a habit to thank your referral source. Is a text or email...
