Author Archives: Sarah Milton

3 Investment options for Passive Investors

“Don’t reinvent the wheel, just realign it.” – Anthony J. D’Angelo Over the past few months, I’ve had lots of conversations with employees who are filling out application forms for their group retirement plan. The one section of these forms that seems to cause people the most stress is the section which asks them to

Boosting Your Financial Fitness

“Clear your mind of can’t.” – Samuel Johnson With 2015 just around the corner, it seems only natural that our thoughts should turn to creating change and making resolutions to “do better” next year in some way. Often those resolutions are connected to health and fitness and this might explain why gyms and fitness studios

40 Lessons About Money and Life

“Life is too short to live small.” – Anonymous This week is milestone for me; I’m turning 40! It’s a landmark birthday that I’ve been looking forward to because so many of the goals that I’ve set over the past three years have had a December 2014 target date for completion. I haven’t hit all

Making Success a Habit

“Success is a few simple disciplines, practiced every day; while failure is simply a few errors in judgment, repeated every day.” – Jim Rohn I’ve come to believe that one of the hardest things about developing and sustaining any kind of habit is the fact that most habits require some kind of delayed gratification. It

Three Things to Consider Before You Invest

“The successful person has the habit of doing things that others don’t like to do.” – Thomas Edison When it comes to investing, the financial services industry has done a great job of making people feel as though they need a degree in finance and an intimate understanding of the markets in order to manage

5 Ways to Spend Less This Holiday Season

“Christmas is the season when you buy this year’s gifts with next year’s money.” – Author Unknown Any happy illusions I had about the Holiday season still being a distant, snow-covered dream were shattered when I made the mistake of wandering into the mall this past weekend. I think every single one of my senses