HIGHLAND Financial Advisors, LLC

AnnaMarie Mock, a fee-only Certified Financial Planner™ at Highland Financial Advisors, discusses the dynamic interplay between art and science in financial planning. Drawing inspiration from Leonardo da Vinci's philosophy that "everything connects to everything else," she emphasizes that financial planning is an art involving subjective goal-setting and science driven by objective analysis tools. In this video, Anna explains how the scientific method can be applied to financial planning, using equity compensation as a concrete example. #financialplanning #financialadvisor https://lnkd.in/eR8Rcjad

What are your thoughts, feelings, and beliefs about money? What about your partner, and do they differ from your own? Sometimes, the conflict we experience around money in our personal lives can be attributed to incongruent money scripts with those with whom we share finances. Let’s dive into the term money script and how understanding it can help us achieve our financial goals. #financialplanning #financialadvisor https://lnkd.in/et3q2teV

"As I approach my thirties, I've noticed that my body doesn't bounce back from workouts as quickly as in my high school and college years. The days of waking up fresh after an intense workout without a second thought are behind me. Now, I realize the importance of adding mobility work and stretching to my weekly routine. Lower back pain and tightness have become recurring issues, mainly due to sitting more throughout the day and most likely lifting too heavy without perfect form." #financialplanning #financialadvisor https://lnkd.in/eURdkCpz

Discover the hidden financial dangers many newly independent women face after divorce. In this video, Certified Financial Planner™ Joseph Goldy, shares three vital strategies to prevent overspending, manage your finances, and secure your future. From creating a "fun money" account to working with a CFP, learn how to navigate your new financial landscape confidently. #financialplanning #financialadvisor https://lnkd.in/dyTEVpQq

In our most recent video AnnaMarie Mock, a fee-only Certified Financial Planner at Highland Financial Advisors, walks you through the third step in maximizing the financial health of pharmaceutical executives: defining a purpose for your human and investment capital. Drawing from her personal experiences, AnnaMarie explains the importance of setting clear, specific, and attainable financial goals. She also outlines a step-by-step framework—Identify, Quantify, and Solidify—to help you create a purpose for your assets and achieve long-term financial freedom. https://lnkd.in/eJPW3fHu

The recent settlement between the National Association of Realtors (NAR) and various plaintiffs marks a significant turning point in the real estate industry. This agreement, which resolves allegations of anti-competitive practices, took effect on August 17th and could substantially change how homes are bought and sold across the United States. #financialplanning #financialadvisor https://lnkd.in/evtHPZuP

At HIGHLAND Financial Advisors, we often hear clients express concern over the Federal Reserve's interest rate decisions and how these might impact their long-term investments. While it's natural to be attentive to such economic indicators, focusing solely on interest rate changes when planning your long-term investment strategy can be a misstep. Here’s why it’s important to maintain a broader perspective. #financialplanning #financialadvisor https://lnkd.in/ei3XT3t5

In today's video, Certified Financial Planner™ Ed Leach delves into a crucial yet often overlooked aspect of estate planning for dental practice owners. For both your personal and business life, ensuring the correct legal documents are in place with updated beneficiaries is essential. This video will provide a quick overview of all the estate planning documents and their purpose for your financial health. #financialplanning #financialadvisor https://lnkd.in/ediAF8sG

Many people find themselves at a career crossroads in the aftermath of #divorce. As a career coach specializing in helping women navigate this transition at her firm, Next Stage Career Success, Shauna Licciardi, PHR, SHRM-CP, CEC has seen the transformative power of rediscovering one's purpose. From her experience as a human resources director and career coach, Shauna explains the importance of finding your "why" when charting your next career move post-divorce. #financialplanning #financialadvisor https://lnkd.in/eUm926E6

Updating estate documents is crucial because it ensures that your wishes are accurately reflected and legally honored as your life circumstances change. Imagine the birth of a new child, a marriage, a divorce, or the windfall of significant assets. These events can dramatically alter your intentions regarding who should inherit your belongings and how it's managed. #financialplanning #financialadvisor https://lnkd.in/e8yJNmx2