Financial Awareness
Key Takeaways Not being aware of what’s going on with our finances happens often and can be very upsetting. Taking time once a week to check on your finances and make yourself aware of any overspending can help set you up for success the following week. A great day to check your finances every week […]
The 50% Rule
Key Takeaways If you get a raise or your income increases for some reason, use the 50% Rule to take half of that increased income and save it or pay down debt. Many times when we have an increase in income, we spend it on things we don’t really need. That new increase in money […]
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 […]
How to Tame Financial Anxiety
Key Takeaways A recent Northwestern Mutual study found that 28% of Millennials have financial anxiety that affects their job performance; twice that of the rest of the population. If you know you have money in the bank, you can give yourself peace of mind to know you can handle something if it comes up. If […]
Financial Confidence Versus Competence
Key Takeaways There is a big difference between having confidence in your knowledge of something, and having actual competence in it. To bridge the financial confidence to competence gap, you need to look at your dangers, opportunities, and strengths. Making good decisions about your money requires understanding your limitations, and sometimes seeking additional experienced help.
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 […]
Stop Chasing to Start Earning
Key Takeaways If you chase after money, you won’t get it. You need to refocus to attract money. Look at ways you can add value to the world in order to attract money. Money will not come to you all at once; it takes time and a change in the way you think and operate.
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 […]