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Top 10 Ways To Improve Your Financial Health Create an emergency fund (3-6 months fixed expenses) Identify your priorities/goals Plan for unexpected life events Understand your monthly cash flow (money in vs money out) Discuss finances with your spouse/partner Reward yourself for hitting financial goals Save up for large purchases Use risk tolerances and an allocation strategy for your investments Give yourself a raise (increase 401(k) contributions) Have a financial ... Read more
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When is the “end” of this Coronavirus season? Do we return to “normal” at the end of the summer? I have no idea. However, I do know that when it happens, I will have already given intentional thought to my plan to return because there are some lessons learned and best practices to hold on to during this period of being at home with my family and work. Here are ... Read more
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It’s no surprise that I often talk about the need to have a strong, supportive financial team to pursue financial independence. These financial teams can consist of a CPA, an estate planning attorney or a real estate agent, with your trusted financial advisor acting as the general manager of your team. While each one provides a specialized level of expertise, for individuals who are married, there is another person that ... Read more
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In almost every journal entry I write, I include, “I am grateful for…” and list three to four items from my day that reminded me of how grateful I am. Just last night my wife of 10 years, laughed out at loud as she noticed, I had written, “Popcorn” as I enjoyed a bag in the last minutes of the evening after putting our young boys to bed. It is ... Read more