'I suppose you could say that my goal for 2020 is to stop being so frugal and treat myself occasionally.'
Self-care, simplified finances and unemotional investing choices are some of the ways financial advisers are planning to better themselves in 2020.
Financial advisers make a living doling out money and investment advice, so here’s the recommendations they want themselves to follow this coming year: Ian Bloom, the owner of Open World Financial Life Planning in Raleigh, N.C., plans to keep building his business with a growing client list and his visibility with a forthcoming book in a series. But he’s also going to get his wife the new couch she’s been eyeing.
“We can afford it, but I just can’t stop thinking about what else I could do with that $1,300 each month. I could save more, I could make an extra payment on my mortgage, I could buy a rental property. I could take several fairly luxurious vacations each year,” Strobel wrote. “I suppose you could say that my goal for 2020 is to stop being so frugal and treat myself occasionally, especially when it comes to my own well being.
Don’t miss: This financial planner racked up $12,000 in credit-card debt — ‘I went a little overboard’ David Haas, owner of Cereus Financial Advisors in Franklin Lakes, N.J., is taking a simple, but crucial step. He’s compiling a list of all his personal financial accounts and making sure his wife can access them if Haas becomes incapacitated or dies.
Silane also says around this time, he’s reviewing liquidity needs “so that I’m not letting cash sit around uninvested, earning close to zero.”
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