We use cookies to ensure our visitors have the best browsing experience on our website.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Read moreDon’t get caught up in the here and now. Short-term moves and market timing are not sound financial strategies for your serious long-term plan of pursuing financial independence. |
Millennials are different than previous generations, including their relationship with debt. Many millennials are struggling under large debt which slows down their ability to build toward their financial independence.
Read moreMore often than not, the things that derail us from our financial goals are our own financial bad habits. One of the most challenging aspects of financial bad habits is how unassuming they seem at first glance.
Read moreWhen speaking of aspirations for the future, there are those who use the words dreams and goals interchangeably. However, they are distinctively different in definition and performance. Sometimes when we haven’t developed a goal for a dream, its vagueness can work against an already established goal.
Read moreWe need to remember that higher education has a purpose, the purpose of a college degree is employment. Making the wrong decision is not simply an unwise financial move. It can have lasting implications.
Read moreWhy did Robo-Advisors fail to eliminate the role of humans in the financial planning process? At the end of the day, it comes down to human connection.
Read moreWe understand the importance of having a solid financial plan. As your life changes, so should your plan because those life changes can cause changes in your goals and your risks.
Read moreThe three buckets principle is a way of simplifying the complex and is suitable for people with substantial savings as well as people who are just starting out.
Read moreLife is complicated and moves fast. That’s why when it comes to any of your goals, especially financial independence, a clear vision of what you’re working towards and a developed idea of the best way to get there will keep you in route to your goal.
Read moreAutomatic contributions to savings or investments are a crucial step in building a stable financial foundation. By paying yourself first (saving as money comes in), you will see less money sitting in your account and, accordingly, you will spend less.
Read moreWhen it comes to something as important as your financial independence, you need to be confident that you’re following the right example to ensure that you and your money work together for your greater good.
Read moreA mission statement creates a sense of purpose and authenticity that acts as a compass and drives all your decisions in the right direction.
Read moreThere are so many passwords that people need to remember these days. It can be a little easier, however, if you follow the following Do’s and Don’ts.
Read moreThe first step is to create a solid plan. Your plan should reflect personal and financial goals.
Read moreA new coach brings a different strategy, culture and mindset.
Read moreAlmost everyone will have a moment where change will rock the typical steadiness of your life. The trick of it all is to stay focused on the long-term vision of the life you’re trying to create.
Read moreThe definition of diligence: careful and persistent work or effort. An ongoing and sound financial plan requires an immense amount of diligence.
Read moreI am commonly asked if returning to school would be financially beneficial. The risk/return analysis is not always cut-and-dried in this situation.
Read moreThe real dangers to your financial future are the lies you tell yourself when it comes to financial planning.
Read moreYou’d be amazed at how some smart planning can make a big difference down the road.
Read moreApproaching retirement can sometimes be as overwhelming and nerve-wracking as the transition into your Golden Years. You may start reflecting on what you’ve accomplished thus far in life and what you envision still achieving.
Read moreMany people are living longer, in greater physical health, however, there has also been a growing impediment to that independence – dementia.
Read moreThe average person doesn’t necessarily want to become an expert on taxes, but they certainly don’t want to pay more than they have to, either. Hence the reason many people and businesses reach out for help.
Read moreThere is a huge barrier between people seeking good financial advice and professionals offering it. Here are some suggested questions you should ask a prospective advisor.
Read moreThere’s a fine balance between staying up-to-date and obsessively following every market change.
Read moreMany people accept that humility is a virtue, one that contributes to an individual’s success or legacy.
Read moreNot all goals are equal in their achievability. However, the best way to set yourself up for success is to set meaningful goals.
Read moreThe challenge that most people have is that by not being familiar with the various types of advisors; styles, approaches, licenses, abilities, qualifications, etc., it makes it hard to know what questions to ask in order to formulate an opinion as to whom to work with. Better understand a few questions that advisors rarely get asked, but should be asked, so you can be as informed as possible.
Read more