Regain Control of Your Finances: Three Steps to Create Calm in the Chaos

Looking back about six months ago, I was just a mom and a business owner. Now, once again at 8:00 in the morning, I’ve been up for hours working, and I’ve completed my transformation back to mom, business owner, teacher. I’m about to take over the parent role while my husband goes to work in the home office. And I’m sure this probably sounds very familiar to lots of you.

I’ve come to realize that one of the biggest challenges of navigating these unknown waters has been feeling completely out of control. And it’s been emotionally exhausting. I was fighting a losing battle. So, as a family we took action to regain control. We’re adapting to the new normal, and personally, I’m focusing on controlling the things that I have some influence over, and trying to let go of the things that I don’t.

Let Go… and Regain Control

It’s a good time to really sit back and take stock. Think about where you can regain control and where you can let go. There’s a lot that we can’t influence right now, but there’s a lot that we can. We can take back control of some little elements of our lives. Small actions can produce some really big wins. We can tighten our grip on our finances, and make our personal lives more manageable.

You can’t control when the kids are going back to school. You can’t control when the pandemic will loosen its grip that it has on the nation. You can’t control the policy makers when they make decisions that affect all of us. But instead of feeling out of control, you can take little steps to feel like you are focusing your energy in the right places. You can regain control of your personal life and you can regain control of your finances. Read More.

 

Subscribe To Our newsletter

Privacy Notice

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
  • Data about your transactions with us (such as the types of investments you have made and your account status).

 
How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.