(Ginny Ginsley)—When you think of what matters most to you and your family, there’s nothing more important than health and well-being, says Kirk Cassidy, a Registered Investment Advisor (RIA) who emphasizes the importance of the holistic approach to personal finances.
“‘Holistic’ usually has the medical connotation of overall physical well-being, but I’d like to co-opt the term to highlight the importance of an individual’s economic welfare, which so often requires professional attention and a comprehensive financial strategy,” says Cassidy, co-president of Senior Planning Advisors (www.seniorplanningadvisors.com).
“Healthy eating, stress-relieving vacations and many other activities that keep one engaged in a fulfilling lifestyle – all of these things can add up, and it’s not greedy to want these things.”