Posts by Katherine Liola
February Checklist
One month into 2018! It is a great month for setting up your success for the year ahead. At this point, you may be doing really well with your goals and just need a reminder on what is important to you or you might need a reminder of what inspired you at the end of…
Read MoreCONCENTRIC PRIVATE WEALTH™ – February 2018 Update with Katherine Liola CFP®
CONCENTRIC PRIVATE WEALTH™ – February 2018 Update with Katherine Liola CFP® Follow Katherine Liola’s Financial Fitness Planning Tip of the week every Friday on Facebook, Twitter and LinkedIn. Advisory services offered through Commonwealth Financial Network®, Registered Investment Advisor.
Read MoreHappy New Year!
Happy New Year! One of my favorite things to do is reflect on the past year month by month. It is an opportunity to celebrate and learn from the previous year’s highs and lows. I also love that it is a time for new beginnings. The challenge however is that resolutions are difficult to keep…
Read MoreCONCENTRIC PRIVATE WEALTH™ – January 2018 Update with Katherine Liola CFP®
CONCENTRIC PRIVATE WEALTH™ – January 2018 Update with Katherine Liola CFP® Follow Katherine Liola’s Financial Fitness Planning Tip of the week every Friday on Facebook, Twitter and LinkedIn. Advisory services offered through Commonwealth Financial Network®, Registered Investment Advisor.
Read MoreKeep the “Happy” in Your Holidays
Every Christmas morning since the time I was a kid, there has been an orange in my stocking. It is a family tradition that stems from the time my grandmother, “Mumsie,” was a young girl celebrating Christmas during the Great Depression. There was one year that her only gift was an orange. My parents, and…
Read MoreCPW December 2017 Update with Katherine Liola CFP®
CONCENTRIC PRIVATE WEALTH™ – December 2017 Update with Katherine Liola CFP®
Read MoreGratitude
“Thank you.” It is something that my husband, Dave and I are constantly reinforcing our kids to say and live. The phrase is so simple yet so powerful. It is more than a habitual gesture. It is a recognition for the work, kindness, generosity, opportunity and/or gift that one receives. It is recognition that comes…
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