Bianca Roberts Archives - Bartley Financial Advisors
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Bianca Roberts

Transitioning from summer to fall is the perfect time to press the reset button by reconsidering your personal and financial goals: what you want for yourself and your family. I think this trumps the sometimes forced creation of New Year’s resolutions. I know I can’t be the only one who feels this way; there used to be a Staples commercial aired in August that played holiday music while parents danced around singing “It’s the most wonderful time of the year!” Whether you need to settle children back to school or not, the end of summer marks a time for re-organization – a welcome back to our regular routines. Refreshed from summer vacations and fun with family and friends, now is a great time to take an inner look at what you want and what you need to do to attain what you want.

My husband and I escaped to Miami in February sans kids, something we had put off for one reason or another for way too long. Being the beach bums that we are, we soaked in the beautiful beach, read, took long walks, enjoyed afternoon happy hour...

Let me ask you a question: Do you get a pit in your stomach when you think about setting goals?  Do you have trepidation?  Even get discouraged? We are fast approaching that time of year again when people around the world think about this very thing....