“While return on investment is important, something is missing,” Karen L. Asbra, CFP®, tells Advisors Magazine. “Focusing on Core Values can provide guidance to navigate through life.”
“We like to tell clients that they too can contribute to non-profit organizations just like a billionaire who has their own personal philanthropic fund,” said Karen L. Asbra, CFP®.
Shari Greco Reiches’ book named to parade.com’s list: 10 Best Personal Finance Books That Just Make ‘Cents’ to Read.
Shari Greco Reiches shares with HerMoney.com how “a vision board can be a terrific way to help keep you on track with your money.”
Shari emphasizes the importance of keeping your financial goals simple and focusing on small steps.
"It’s easier to follow your budget when it’s aligned with your values", Shari tells the Associated Press.