Nick Foy, CFP®
nick@greenwaywealth.com
In July of 2018, I wrote a post that gave some details about my background and vision for Greenway. Take a look here, and I hope you enjoy it.
I thought it was time for a progress report, as the firm has now matured some, and it’s been a pretty great journey thus far.
Since I wrote that post we’ve:
Continue reading “Where We’ve Been; Where We’re Going (rd 2)”
Nick Foy, CFP®
nick@greenwaywealth.com
I’m not typically into New Year’s resolutions; I tend to think that if there are things we’d like to do differently, we shouldn’t wait until January to start. And anyway, 80% of resolutions fail by February, so really, what’s the point?
Instead, consider these New Year’s resolutions, specific to your finances, that should be made anytime you’re doing something different: Continue reading “New Year’s (Financial) Resolutions To Make Anytime”
Nick Foy, CFP®
nick@greenwaywealth.com
Just about everybody we meet with talks about travel being one of their most important financial goals; the ability to see and share a journey with loved ones is high on the priority list for most of our clients.
I like to include travel expenses in just about every client’s financial plan, as both an acknowledgement and a reminder that experiences are more valuable than things.
My kids are now 7 and 4 ½, and they’ve already been all over the U.S., and have traveled internationally to Europe and Africa. We’ve made travel a priority, and they’re starting to get old enough to appreciate it (although my daughter claimed her favorite part of our spring break trip to Italy was the “yummy Cheerios” [Froot Loops] at the airport hotel in Boston).
Here are some tips to make your journeys as memorable as possible: Continue reading “How to travel like (this) financial advisor”
