Sure, algorithms are cool. Technology is smart, right? Certain tools are out there that may help your investment & financial planning game. But it doesn’t know that your daughter just totaled her car, or that your mother has fallen ill and she needs your help. Zig Zigler once said, “Money isn’t the most important thing in life, but it’s reasonably close to oxygen on the ‘gotta have it’ scale.” At a hospital, there’s a nurse and doctor on staff making sure all the machines are working. Being monitored to make sure you’re getting enough oxygen. In the finance world, there are people that actually care about the financial health of their clients. I sat down with Anne McCabe Triana of Curo Private Wealth to learn some key advice for financial planning and investment management (By the way: Curo means to care for in Latin). The top two takeaways from chatting with Anne? #1 – Don’t make quick, emotional decisions when it comes to finances – those choices can cause bigger problems down the road. #2 – Getting financially fit doesn’t have to suck. Just like setting a goal to get in physical shape, putting together a realistic and actionable plan will produce results. Learn more about wealth management & financial planning at curoprivatewealth.com.
