The Debt Free Top 10 List
Key Takeaways To take care of your debt, it’s important to have a debt-free mindset. There are many ways to help yourself either stay out of bad debt, or help you get out of debt, but there’s no quick fix.
The “Freedom To” Future
Key Takeaways The current generations heading in to retirement no longer like to use that word as it holds a negative connotation, instead, think of that life transition as freedom from to freedom to. The Millennial generation has a different outlook from previous generations in terms of how they want their life to look and […]
Have a Path and a Plan
Key Takeaways When you have to make a financial decision that could have a long term effect on your financial future, you want to have a path and plan in place. Some of the big decisions you want to be clear about are taking on student debt, buying a house, a car, or any other […]
Tax Planning – Not Just for the Wealthy
Key Takeaways While taxes may be certain in life, there are tax advantage strategies that can help lessen the toll taxes can take on your money. There are three tax advantage benefits to look for when we talk about tax planning: tax deductible, tax deferred, and tax free. Yearly tax planning can save you a […]
All Together Now – The Wealth Portal
Key Takeaways There are many apps out there that can help you track your finances separately, but it’s cumbersome and time consuming. A wealth portal puts all your finances in one place, providing you with a quick summary that you can easily glance over once a week to ensure nothing is amiss. Using a wealth […]
Save First, Spend Second
Key Takeaways If you want to build wealth successfully, you need to save first and spend second. The rule of thumb when it comes to saving is to save about 15%. If you spend first, you can get used to the niceties in life, and then it can be very hard to have to go […]
Half the Clothes, Twice the Money
Key Takeaways When we get ready for a vacation, we typically pack too many clothes and don’t budget enough money. When we make big purchases, we tend to forget all the associated costs that come with buying the item. If you plan in some extra money beyond the main cost of what you are purchasing, […]
Going Once! Going Twice! Sold!
Key Takeaways There are a lot of emotionally driven triggers out there to buy things we may not necessarily need. Before making a big purchasing decision, ask yourself a few questions to determine if you really need it, or you just want it, and how the purchase will affect you and others. It’s important not […]
The 4 Key Habits
Key Takeaways There are 4 key habits you want to practice that will help you in all areas of life, but especially in your job. These 4 habits are showing up on time, doing what you say you are going to do, finishing what you start, and saying please and thank you. Practicing these 4 […]
The Big 3 Money Decisions
Key Takeaways There are 3 big money decision areas you should seek counsel on: taking on debt, investment related decisions, and transition decisions. There are good and bad types of debt, and it really depends upon your personal situation and financial health. You can invest your money in assets that have tax advantages, so it’s […]