Everyday Wisdom2021-06-03T16:10:23-04:00

Everyday Wisdom

Plenteous Financial Forum is where individuals come together to help our communities, friends, family and selves in pursuit of a plenteous life. Here members share their wisdom – favorite high-impact truths, practices and habits and welcome you to connect with them via LinkedIn.

If you have a financial and/or life planning tip you would like to share, schedule 30 minutes with Paula McMillan at https://calendly.com/paulamcmillanwa   to discuss and/or record what you feel moved to share for the benefit of others. It should be easy to understand, relevant to a large audience, communicated within three minutes (or less) video clip and have the potential to yield significant results!

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Plenteous Financial Wellness Wheel

Plenteous Financial Wellness Wheel

In the pursuit of a plenteous life, consider cash flow planning, education and career planningrisk and insurance planningtax planninginvestment planningretirement planningeldercare planning and estate and gift planning.

 

 

 

 

Be SMART When Looking Ahead

Be SMART When Looking Ahead SMART goals are important and will help you achieve virtually anything. Be sure to set SMART goals on a regular basis. Taking action - and being consistent - matters! What fruits do your habits produce? Member/Contributor: Paula McMillan - Connect with Paula! Get Involved with Plenteous Financial Forum

Compounding Look It Up

Compounding Look It Up You will someday come to appreciate compounding. It will either be for what could have been or celebrating how you embraced it. Taking action - and being consistent - matters! What fruits do your habits produce? Member/Contributor: Paula McMillan - Connect with Paula! Get Involved with Plenteous Financial Forum

Create a Reverse Budget

Create a Reverse Budget When Cash Flow Planning When you want to get a better grip on net savings, begin by finding out where the money is going. Create a Reverse Budget When Cash Flow Planning Member/Contributor: Keith Hiatt - Connect with Keith! Get Involved with Plenteous Financial Forum

Save and Invest Now

Save and Invest Now Because good and bad decisions compound, be intentional about saving and investing today. Your future self will thank you. Taking action - and being consistent - matters! What fruits do your habits produce? Member/Contributor: Paula McMillan - Connect with Paula! Get Involved with Plenteous Financial Forum

Easily Make a Charitable Gift at Passing

Easily Make a Charitable Gift at Your Passing Consider retirement accounts when making charitable gifts at passing. Creative thinking when making charitable gifts allows you to benefit the charity while maximizing the amount that goes to your heirs. Member/Contributor: Jennifer Noble - Connect with Jennifer! Get Involved with Plenteous Financial Forum

Go At Your Own Pace

Go At Your Own Pace Do what is right for you - when you are ready. As a financial advisor to a person going through the shattering experience of losing the most important person in their life,  I consistently sense the surviving spouse's feeling of being overwhelmed with worry over missing steps, deadlines or dates. After all, in most cases, it is their first time being faced with the processes and changes that follow. They are always relieved to find out that, in most cases, they have plenty of time to take care of all of the tasks ahead. Often the death of a wife or a husband radically changes the world as you have learned to understand it. Everything changes—sleeping, cooking, eating, even watching television, are now very different once a spouse dies. On top of these basic everyday activities, the surviving spouse has to revisit their financial, legal [...]

The Power of Breath

The Power of Breath We need "the breath" to survive. But, "the breath" does far more than keep us alive.  Understand and use it to its fullest extent to reap the benefits! We can use "the breath" to: Bring mental clarity Energize ourselves Detoxify us physically and emotionally Boost the immune system Change our blood chemistry Reduce inflammation in the body Help overcome addictions Control and direct the mind Control and direct the emotions Bring calm and relaxation Target viruses and bacteria Member/Contributor: Kara Nicole Bitar - Connect with Kara! Get Involved with Plenteous Financial Forum

Why Smile?

Why Smile? What's in a smile? It turns out a lot more than people realize! This small gesture of encouragement can produce big benefits for both of you. So, don't be shy. Smile! Smiling: a drug-free high. Smiling improves your mood. Smiling lowers blood pressure. Smiling boosts your immune system. Smiling is contagious. Smiling provides an instant face-lift. Member/Contributor: Barbara Zavela - Connect with Barbara! Get Involved with Plenteous Financial Forum

Build Your Network Before Needed

Build Your Network Before Needed Because good and bad decisions compound, be intentional about building your network before it's needed. Your future self will thank you. Taking action - and being consistent - matters! What fruits do your habits produce? Member/Contributor: Paula McMillan - Connect with Paula! Get Involved with Plenteous Financial Forum

What You Own Owe and Want

What You Own Owe and Want When dividing marital assets, think in terms of three buckets...  What you own. What you owe. What you want. Member/Contributor: Afi Johnson-Parris - Connect with Afi! Get Involved with Plenteous Financial Forum

Choose the Right Credit Card for You

Choose the Right Credit Card for You With disciplined spending, the right credit card can provide significant benefits.  Choose the right one for you to reap the benefits! While there is a lot of bad press about the trouble people can get into with credit cards, they can be helpful in establish credit, defer expenses until due, adding convenience and providing benefits. It is those benefits I would like to discuss today. There is no single credit card that is the best for every individual, family and/or business. However, taking some time to consider a card's benefits, alongside it's associated cost can definitely be worthwhile. While we'll look at personal credit cards here, business credit cards should be similarly compared, if applicable. There is a lot to consider. Credit card costs to consider include the annual fee, foreign transaction fee and the required spending to qualify for the welcome offer. [...]

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