One of the most often overlooked challenges couples and families face as their careers grow is finding balance between enjoying increased income and staying committed to long-term financial wellness. That’s where the concept of lifestyle creep comes in. What Is Lifestyle Creep? Lifestyle creep happens when your expenses rise right alongside your income, sometimes without […]
The Hidden Costs of Lifestyle Creep Read More »
At ARK Financial Wellness, we believe that financial planning encompasses so much more than preparing for retirement or building long-term wealth. It’s also about crafting a life you love today. A life that includes rest, connection, and meaningful experiences. And for many of the families and couples we work with, travel is one of those
Planning Your Dream Getaway—Without Sacrificing your Financial Wellness Read More »
School is out, the temperature is rising, and summer is in full swing! However, for many families with high schoolers or recent grads, this summer season also comes with a big shift in focus: thoughts of college and how to pay for it. This time of year can feel like a mix of excitement and
Balancing the Cost of College and Your Future Read More »
Summer vacation is here, and it doesn’t have to come with a hefty price tag to be memorable. At ARK Financial Wellness, we believe some of life’s best moments are the simplest, and most meaningful. That’s why we’re sharing ways to make the most of your summer without breaking the bank. Whether you’re soaking up
Create Summer Memories in STL Without Breaking the Bank Read More »
At ARK Financial Wellness, we believe financial wellness is so much more than numbers on a spreadsheet. It’s about living a life you love, with confidence in your finances, clarity in your decisions, and the freedom to pursue what matters most. As women financial advisors, we are proud to work with career-driven women and dual-income
What Does Financial Wellness Mean to Us? Read More »
As tax season comes to a close, many people breathe a sigh of relief, ready to push off any thoughts of tax filing for the next year. However, this might not be the best strategy. Instead, by taking proactive steps throughout the year, you can help minimize your tax burden, avoid last-minute surprises, and keep
Tax Season Recap: Strategies to Help Maximize Your Savings Next Year Read More »
Women’s History Month is a time to reflect on the achievements of women who have shaped industries, challenged the status quo, and paved the way for future generations. At ARK Financial Wellness, we are proud to be a women-owned and women-led firm, driven by the passion and expertise of Lisa Avenevoli, CFP®, CMFC, and Isabel
Celebrating the Women of ARK Financial Wellness Read More »
When we think about showing love to our family, we often imagine heartfelt moments, thoughtful gestures, and shared experiences. But one of the most meaningful ways to express love and care is through estate planning. While it may not seem as glamorous as a surprise gift or as exciting as a family vacation, estate planning
Showing Love Through Estate Planning Read More »
A new year brings fresh opportunities to reset, refocus, and prioritize your financial well-being. No matter if you’re looking to build savings, pay down debt, or plan for retirement, now is the perfect time to reflect on the past year and set a clear vision for your financial future. Setting realistic and meaningful financial resolutions
Financial Resolutions for 2025: Setting Meaningful and Realistic Goals Read More »
As 2024 comes to a close, we at ARK Financial Wellness find ourselves reflecting on what has been a truly eventful and fulfilling year. It’s been a journey filled with professional accomplishments, personal growth, and memorable moments—and none of it would have been possible without YOU. Your trust, partnership, and support are the foundation of
Reflecting on 2024: A Year in Review Read More »
The holiday season is an opportunity to reflect on what we’re grateful for, and many of us celebrate that gratitude by giving back. Beyond traditional presents and holiday gestures, financial gifting can be a meaningful and impactful way to support loved ones or causes that resonate with our values. This approach not only supports your
Giving Thanks Through Financial Gifting Read More »
As autumn arrives, it’s not just time for cozy sweaters and pumpkin spice lattes—it’s also the perfect season to focus on your financial well-being. October is National Financial Planning Month, and it’s an ideal opportunity to reassess your financial goals and make key adjustments before the year ends. Whether it’s optimizing your investments, preparing for
Fall into Financial Well-Being: 7 Tasks to Tackle Before the Year’s End Read More »
