The Importance of Risk Management

Key Takeaways When you’re examining your finances, risk management is an important part of the big picture. We have insurance for a number of things in our lives, but might be overlooking some that could have devastating effects if you need them and don’t have them. Disability, health, and life insurance are key for peace […]

Why Owning vs. Renting a Home Is a Lifestyle Choice

Key takeaways First generation Americans tend to invest almost solely in real estate. Younger generations are sometimes choosing to rent their homes rather than jump into ownership right away. Choosing whether to rent or to own really comes down to a lifestyle choice.

5 Unexpected Costs When Buying a Home

Key takeaways When buying a new home, make sure you know about all the potentially unexpected costs associated with it. Know the costs up front, so you know what you’re getting into. Look at your cash flow and budget to ensure you have the money to make the move.

3 Things You Need to Do to Be Successful

Key takeaways Rational optimism is far different that the stereotypical optimism. Successful people have a reasonable tolerance of risk. Become a rational optimist to be successful in your endeavors.

How to Handle Your Student Debt After Graduation

Key takeaways Two-thirds of students who just graduated college have student debt. Students must begin making payments on their debt six months after graduation. Know all of your expenses and create a budget. Most important thing is to remember to save first, spend later.

Do You Enjoy What You Do?

Key takeaways Young people are working ten hours or more a day to get ahead. Working for the sake of work amounts to living life with a surface-only approach. People need meaning, value, and purpose in life. Take the time to find a job that feels more like play than work so you can enjoy […]

Having Money Discussions Is Important in a Relationship

Key takeaways Younger generations are handling money differently than those before them. Gen Z and millennials are much more comfortable discussing money. Money is one of the biggest reasons for divorce. Talking about money before marriage is a good thing.

Do You Think You Can Go Without Medical Insurance?

Key takeaways People under about age 22 often spontaneously engage in highly dangerous activities without thinking about possible bad outcomes. They make decisions as if they’re immortal. That usually changes when you reach your late 20s and get into your 30s. You start to recognize that some of those things you did could have ended […]

It’s Spring and Time to Do Some Financial Cleaning

Key takeaways The old adage, “You reap what you sow,” is as true for those trying to get their financial houses in order as it is for farmers. Springtime is the season for thorough house cleaning and fresh starts. It’s also a great time for cleaning your financial house, which can give you a financial […]

3 Things People Waste Money On

Key takeaways In the wake of all their bills and obligations, younger people often find they lack the funds to do things they like and want to do. Kevin O’Leary, of Shark Tank and Wonderful, wrote about three things people waste money on: overpriced coffee, too many shoes, and too many pairs of jeans. He […]