Behavioral finance plays a crucial role in the financial planning we do at the Athenian Private Client Group and it’s part of the Human Element Program we roll out for clients. Today we want to explore the psychology of finance, explain our approach, and look at the role it plays in investing. Understanding the behaviors…
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When we think of retirement, we often imagine a life free of stress, full of leisure and relaxation. However, the truth is that retirement can be one of the most stressful events in a person’s life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process. Learn…
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Most of us will have made a financial mistake or two in our lifetime, some small, and some big. It’s much easier to make a big mistake when major life changes occur and emotions are at a high. Let’s explore some of the things you should be thinking about to make smart financial decisions when…
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Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.
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Retirement planning isn’t always about dollars and cents. At the end of the day, financial planning is about your values and what you want your future to look like.
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