Self-care tips with Dr. Francine Lederer

by Brittney Castro, CFP®, CRPC®, AAMS® on in Ask the Expert.

Therapy is a place of (I call this my 4 S’s): Self-exploration, Self-improvement, Support and Self-Care. These are at the core roots of what my clients want to attain, but are challenged by the various circumstances in their lives. My practice is about helping women find their voices; tuning out the external noise and the expectations placed on them by others, and truly getting connected to the internal voice.

Estate Planning with Vanessa Terzian

by Brittney Castro, CFP®, CRPC®, AAMS® on in Estate Planning.

Estate planning is much more than having a will and trust in place. Of course, that is part of it, but effective estate planning puts you in control over your finances while you are alive and ensures that your family will avoid the costs, delays and frustrations that come with managing your estate after you pass away or if you become disabled. Being financially wise isn’t only about building wealth while you are alive. What people fail to realize is that estate planning is a method of asset preservation, a way to hold on to your hard earned money and life savings. It’s a way to protect your legacy and to provide for generations to come.

Pet Insurance- Is it worth it?

by Brittney Castro, CFP®, CRPC®, AAMS® on in Insurance.

Pet health care costs are on the rise just like our health care is. Everything from routine care to dog surgery costs pet owners more than $11 billion dollars each year.* A simple tooth extraction can cost up to $1,000.* You can purchase dog insurance to help cover the costs of dog or cat surgery and other pet related health care to try to help avoid the shock of receiving an unexpected $5,000 vet bill. That is exactly what we did.

Drive-What motivates your money decisions?

by Brittney Castro, CFP®, CRPC®, AAMS® on in Personal Growth.

What really motivates us in life– why we do what we do? Are we making money decisions based on what we truly want in life or are we being governed by external rewards? Recently, I finished the book Drive by Daniel Pink. In his book, Pink states that our modern economy depends more on creativity and the heuristic, right-brain work of people. He argues the motivations for this type of right brain work are intrinsic, yet our model for motivating behavior supports the belief that people are driven by outside factors such as rewards, wealth, and status. Pink proposes that we need to shift our thinking and create a whole new system focusing on and supporting people’s intrinsic motivations in life.

Women and Finance

by Brittney Castro, CFP®, CRPC®, AAMS® on in Women and Money.

I specialize in working with entrepreneurial and professional women and do tons of research about women and money. Today I want to share with you some interesting facts about Women and the Financial Industry. A lot of these statistics are why I focus on serving women. I think there is a huge need for advisors to change the way they work and communicate with their women clients.

Yoga & Meditation with Joey Soto- Ask the Expert

by Brittney Castro, CFP®, CRPC®, AAMS® on in Ask the Expert.

Being financially wise means living with balance. It’s okay to have occasional splurges, as long as you bring yourself back to the equilibrium. One’s spending habits are a reflection of what you value in life; Money is simply a physical representation of this value. Being financially wise also means investing in one’s self. If you invest in health & wellness, you are creating a balance from the inside out.

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