I came across an article by Christy Bieber at The Motley Fool, where she describes 3 Money Mistakes she made. It caught my attention, because as a financial advisor, the mistakes she mentioned are things that we see often and talk about a lot here at Peak Wealth Management, including understanding how much you need to be saving, expense tracking, and setting goals.
Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive fee-based holistic financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.