Are you on the right financial path? When will you be able to retire and what financial adjustments would be advisable for you to reach your goals? Our comprehensive financial plan reviews multiple aspects of your current finances and your…
Category: Budgeting
How Can You Make Sure Your Retirement Money Lasts?
Heading into retirement the number one worry retirees have is will my money last. There is no concrete answer, but in pursuit of that goal retirees may want to adopt a couple of spending and investing rules. The popular spend…
Read More How Can You Make Sure Your Retirement Money Lasts?
4 Traits of the Financially Savvy
The most financially savvy people aren’t afraid to ask for advice; they know their own strengths and weaknesses, and are also good at setting goals and priorities. Here are four traits that those who are shrewdest about money have in…
7 Habits of Highly Frugal People
Frugal people who pay off their debt and achieve financial independence don't succeed by accident. They establish habits that allow them to consistently reach their goals over the long haul. During the past few years as a personal finance blogger…
20 Rules of Personal Finance
Meb Faber asked a bunch of us bloggers to give him our top 3-5 most read blog posts of the year. I looked back at my trusty Google Analytics for the first time in a while and discovered that two…
Should I Pay Off Debt or Save for Retirement?
Over the last few weeks I’ve gotten quite a few questions from individuals ready to graduate college and start embarking on their first job. As is often the case, many of these individuals have varying amounts of student debt but…
5 Things the Wealthy Can Teach Us About Money
In 1998, Dr Thomas J. Stanley of Georgia State University published his best-selling book “The Millionaire Next Door,” in which he revealed two decades of research into the character traits of America’s wealthy. Many were quite surprised by his findings…
3 Financial Planning Questions for 30-Somethings
By age 30 personal financial planning becomes, in many cases, necessary for long-term success. During their twenties, people are finding their way personally and professionally. Long nights at the office as “low man on the totem pole” can turn into…
Time to Refinance?
As interest rates continue to fall, refinancing your mortgage can have a positive impact on your overall financial plan. Refinancing can offer homeowners the opportunity to lower monthly payments and save money by paying less interest over the term of…
7 Habits to Help You Reach Financial Independence
Financial independence typically means having enough income to pay your living expenses for the rest of your life without having to work full time. Some people achieve this through saving and investing over many years, while others build successful businesses…