North Financial

09/15/2023

We need sabbaticals because the nature of work is changing. We’re far removed from a time when you work for the same organization for 35 or 40 years and then retire. Work breaks can usher in transformative changes in our lives.

Here's an overview on what's possible.

Sabbaticals provide the time and space for a reset or a shake-up that can give us a tremendous amount of energy to launch something new, adjust our priorities, or re-discover things we’ve loved bef…

04/07/2022

I get questions related to how frequently should you check in on various aspects of your finances. It’s normal to want to “over check” some things to have a sense of control — but when does it become just a bother? On the flip side, some people may forget (or avoid) checking in on certain items out of fear. Here are some simple guidelines for you to use to help streamline your own process for checking in with your finances.

I get questions related to how frequently should you check in on various aspects of your finances. It’s normal to want to “over check” things to have a sense of control — bu…

03/09/2022

The purpose of a sabbatical is rest, renewal and exploration. However, because of career, corporate, familial, or societal norms around money and self-worth there are bound to be anxieties and uncertainties that come up. In this article I share more about my experience while my spouse has been on sabbatical the last 6 months. Be prepared to have ongoing discussions together on common fears and uncertainties.

My spouse has been on sabbatical for 6 months. The purpose of a sabbatical is rest, renewal and exploration. However, because of career/corporate/familial/societal norms around money and self-worth…

02/09/2022

Feeling uncomfortable with finances is very common. A 2018 study found that Americans would rather talk about anything else (marital problems, politics, s*x, etc.) than money.

It can show up in a variety of ways: avoidance, fear, frustration, overwhelm, uncertainty, or general stress. Here are some ways to move past these feelings and get more comfortable tackling your finances.

Feeling uncomfortable with finances is very common. It can show up in a variety of ways: avoidance, fear, frustration, overwhelm, uncertainty, or general stress. Here are some ways to move past th…

01/06/2022

It’s the new year, that means we all have a clean slate when it comes to new habits and plans for the year. If you’ve been meaning to buckle down and get better with your finances, here are a few quick tips to get you started.

It’s 2022, that means we all have a clean slate when it comes to new habits and plans for the year. If you’ve been meaning to buckle down and get better with your finances, here are a …

11/02/2021

Grief does weird things to us on its own, but add money in and people can act downright strange. Whatever you are feeling, know that it's normal. No two inheritance cases are exactly alike because no one has the goals and preferences that you do. So there are often no right or wrong answers. These tips will help you think through next steps when you're ready. https://wp.me/p95Wrf-6Td

10/06/2021

Believe it or not, the best investment isn’t the one with the highest returns. It’s the one you can stick with. Yet, there’s so much misinformation out there. So let’s dig into the details and avoid these major investing pitfalls.
https://www.northfinancialadvisors.com/how-should-i-choose-my-investments/

08/10/2021

UMGC is hosting Financial Wellness Day 8/11! Organized by the School of Business and the Financial Planning Association (FPA), this virtual event is free and open to the public for anyone interested in speaking with a financial planner. bit.ly/3BU2FSS. Grab a free time slot to chat with us about a financial topic.

Over a dozen Metro Washington Financial Planners Will Offer Free Advice on Budgeting, Retirement Planning, Income Taxes, Investment Strategies, and More

08/03/2021

While staying at home, many of us have built up savings as a result of the pandemic. With the coming "great resignation" can you afford to quit your job? Here are some things to think about.
https://www.northfinancialadvisors.com/can-i-afford-to-quit-my-job/

06/09/2021

It's common for people to view the entrepreneurial journey as a grind that will will sap you of your life and your energy because you’ll always be focused on the hustle of the job. I'm here to say it doesn’t have to be that way! There are lots of things we can do to get more of our energy back, set boundaries, and reset so that we’re in a better place to do our jobs well and serve our customers/clients too.

It’s common for people to view the entrepreneurial journey as a grind that will will sap you of your life and your energy because you’ll always be focused on the hustle of the job. I’m …

05/05/2021

Want to build more financial resiliency into your life? Start with these 4 tips:

The Oxford English Dictionary defines resilience as “the capacity to recover quickly from difficulties; toughness.” During uncertain times like these we all can stand to build more resilience in o…

04/28/2021

Want to know why I wrote my book and something people misunderstand about resilience? Pat Iyer and I discuss the "success paradox" and how you can overcome it. Check out this podcast:

Cady North had a burning desire to learn what stops people from realizing their goals she tackled challenges by writing a book.