What to Do With with a Sudden Windfall
by St. John & Associates on Nov 23, 2022
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Welcome to Our Blog
We intend to provide blogs on topics that are focused on helping people understand and deal with specific issues involving personal finances, including planning for the future, the nature and scope of financial services, and managing your portfolio in today’s market without losing sight of your future goals.
We believe there is a need for sound financial advice delivered in a timely manner from people you trust. The team at St. John and Associates has deep financial experience, and we are pleased to share that experience with you.
Greg, Bryan, guest writers and I will be posting things regularly that we hope you will find useful in your financial life. As always, feel free to contact us directly by phone or email with any questions.
Sincerely,
Richard St. John, Founder
Financial Planning Basics: Creating and Maintaining a Budget
by St. John & Associates on Nov 9, 2022
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Is Confirmation Bias Affecting Your Investment Strategy?
by St. John & Associates on Oct 26, 2022
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
Family Business vs. Family Boundaries: Drawing the Line
by St. John & Associates on Oct 12, 2022
Mixing family and business can be tough. Is it possible to create healthy boundaries?
Working with an Investment Professional
by St. John & Associates on Sep 28, 2022
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
Financial Planning for Young Professionals
by St. John & Associates on Sep 14, 2022
It’s never too early to start planning for your financial future.
Preparing for Lifetime Income in Retirement
by St. John & Associates on Aug 31, 2022
Worried about outliving your income? Here’s how to start planning for your retirement needs.
Finance Lessons for Your Teen
by St. John & Associates on Aug 17, 2022
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
Understanding Your True Risk Tolerance
by St. John & Associates on Aug 3, 2022
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
Are Emotions Controlling Your Personal Finances?
by St. John & Associates on Jul 20, 2022
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
