Numbers Every Landlord Should Know
Everyone’s journey into the world of rental properties is a little different. Some made the deliberate decision to become a landlord, while others took a less intentional path and one day found out they were an accidental landlord. Regardless ofContinue reading “Numbers Every Landlord Should Know”
What Is Financial Planning? (Video)
In this video, I’ll cover what financial planning actually is in under 2 minutes. If you want to learn more about the financial planning process, visit the Services page.
The Most Important Step In A Successful Financial Plan (VIDEO)
Here are the two reasons defining your Why is the most important step in creating a successful financial plan. Read this article for a step-by-step guide on defining the why behind your financial life plan.
6 Tips To Tune-Up Your Finances For The New Year
As you kick off your new year, it’s important that you take the time to ensure your finances will support the year you hope to have rather than hinder it. Since our finances affect every facet of our lives, improvingContinue reading “6 Tips To Tune-Up Your Finances For The New Year”
Defining the Why Behind Your Financial Life Plan
Many people think that financial planning is investment management or insurance sales, but those are just financial planning tools. Real financial planning is the process of aligning all of your resources to support your life goals. Said differently, financial planningContinue reading “Defining the Why Behind Your Financial Life Plan”
Finding Your Financial Location With A Net Worth Statement
WHAT IS A PERSONAL NET WORTH STATEMENT? Once you have your goals defined and have determined whether any money is required to accomplish them, you will need to know where you stand financially, which makes sense because you can’t travelContinue reading “Finding Your Financial Location With A Net Worth Statement”
8 Steps to Create Your Estate Plan: For Federal Employees
What is estate planning? Estate planning is the process of arranging how your assets will grow, be protected, and be transferred efficiently and effectively. Estate planning doesn’t just involve planning events post-death but also includes planning for how your wishesContinue reading “8 Steps to Create Your Estate Plan: For Federal Employees”
6 Steps To Define Your Money's Purpose
As important as money is in our lives, many still find it difficult to be intentional with their money and often find that money drives their lives instead of supporting the life they want to live. When you are merelyContinue reading “6 Steps To Define Your Money's Purpose”
6 Tips For Building Your Emergency Fund
We all know that an emergency fund is cash set aside to cover unexpected life events, such as medical expenses, home-appliance replacement, car repairs, or unemployment. We also know that the reassurance of knowing that large or small, we canContinue reading “6 Tips For Building Your Emergency Fund”
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