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Category: Financial Planning

485 results found
episode

9 Things You Need to Do Before 2023 Ends!

It is never too early to start thinking about financial decisions you may need to make before the end of…

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Should I Start Prepaying My Mortgage After Investing 25% of My Income?

Once you are investing 25% for retirement, should you start pre-paying your mortgage? Or does it depend on your age?

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Is There a Recession Around the Corner?

Inflation has cooled to 3%, according to the latest data, but the Federal Reserve is expected to keep raising interest…

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When is the Best Time to Buy a Home?

The most recent housing data shows that home prices were DOWN 9% last quarter! If you are looking to buy…

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Which Career Fields Max Out Their Investments the Most?

As financial advisors, we’ve noticed that some career fields have a much higher income and ability to maximize their retirement…

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Should You Avoid Lifestyle Creep at All Costs?

Is lifestyle creep a natural part of getting wealthier and increasing your income or is it something that should be…

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Why Value Goes Beyond a Price Tag

The value you get from something isn’t just about its price tag. If you grew up broke, you might have…

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Why You Should Choose the Road Less Traveled…

The road less traveled might be bumpier, but sometimes it’s better to take the hard road! Forging your own path…

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How Can I Convince My Friends to Follow the Financial Order of Operations?

Investing for retirement often isn’t the “sexiest” investment you can make. Young people might get lured in by hot dots…

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How to Unleash the Rocket Fuel of Success!

Getting out of your comfort zone can be the rocket fuel of success. If you are broke, you can power…

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