As we turn the calendar to July and hit the halfway point of the year, now is a great time to take care of things that you might normally forget about. Change your smoke detector batteries, check your HVAC filter, and also-check your finances! The halfway mark of the year is a great time to review your finances and ensure that you are on track to meet your financial goals for the year.

This week Greenspring’s Women & Wealth group hosted a Conversation Circle to discuss our own relationships with money. If you aren’t familiar with a Conversation Circle it is an opportunity for a small group to come together for a facilitated discussion to share stories and experiences. The Circle allows us to self-reflect as well as draw wisdom from others. As Wealth Managers it is second nature to ask our clients questions to draw out what their greatest fears and concerns are about money so that we can determine the best way we can help. As was the case with the cobbler whose children had no shoes, we often don’t pause to examine our own relationship with money.

Here are some helpful tips to help you build and repair your financial reputation for a long-lasting impact.

Learn proper tax planning strategies and more for cross border families.

To be an advisor is to be in the business of financial peace of mind. The following framework, called the 4-C’s, highlights the characteristics of a great advisor: Competence, Coaching, Convenience, and Continuity.

When searching for a financial advisor, you will likely see a lot of “alphabet soup” following prospective advisors’ names. While all these designations, licenses, and certifications have different education and experience requirements (and some may carry more weight than others), one certification rises above the rest as the standard for financial planning-focused advisors: the CFP®.