by Sacks & Associates | Jun 30, 2025 | blog, LIFESTYLE
Who are you? Who do you want to become? Identity-based financial goals are more powerful than you think. “The goal is not to read a book. The goal is to become a reader,” writes James Clear in his bestseller, Atomic Habits. When it comes to financial planning, we can...
by Sacks & Associates | Jun 16, 2025 | blog, LIFESTYLE
You have a lens, and here’s why it matters… Financial planning is often seen as a numbers game, retirement goals, investment returns, tax efficiency. But beneath the spreadsheets lies something far more personal: our stories, values, and lived experiences. And that’s...
by Sacks & Associates | Jun 2, 2025 | blog, LIFESTYLE
Meaning starts with hope, and hope begins with action. Many of the challenges we face today, such as financial stress, burnout, and indecision, don’t just come from a lack of time or money. They can very often stem from something deeper: a subtle loss of meaning. We...
by Sacks & Associates | May 26, 2025 | blog, LIFESTYLE
(Inspired by Gabor Mate’s book: When the Body Says No: The Cost of Hidden Stress) Learning to listen to your intuition in money matters, matters. Have you ever agreed to something that felt wrong in your gut, only to regret it later? Maybe it was spending more than...
by Sacks & Associates | May 19, 2025 | blog, LIFESTYLE
Financial planning, like therapy or coaching, isn’t just about solving a problem. It’s about holding a safe space where real change can happen. That space might be a spreadsheet, a conversation, or a long-term plan, but for the work to go deep and stick, it must feel...
by Sacks & Associates | May 5, 2025 | blog, LIFESTYLE
Real financial planning goes far beyond spreadsheets, securities and stocks. It’s about connecting money to life. And sometimes, the most important questions aren’t just “Can we afford it?”, but, “Is this the right decision for our lives right now?” In a recent...
