I have to be honest with you: I can’t help but cringe when I see so-called “financial advice” that is focused exclusively around crazy ways to go great lengths to save a few dollars here and there. But on the flipside, I also know that you need to prioritize your savings and investments if you…
How to Leverage an HSA Account to Grow Your Wealth: A Real-Life Example
Have you considered a high deductible health plan, or HDHP, as an option for your health insurance? Many people shy away from plans with high deductibles because if you go to the doctor’s office often, require procedures not considered “preventative care”, or end up in the hospital overnight, you may be on the hook for…
How Much House Equity Are You REALLY Building?
One of the big arguments for home ownership or buying a house goes something like this: “When you rent, you’re just throwing money away because you’re not building house equity. With your own home, though, that’s exactly what happens when you pay your mortgage: you’re building equity.” At first glance, this seems like it could…
Financial Advisor Vs Planner: What’s the Difference?
“Are you a financial advisor, or a financial planner?” I’ve had a handful of people ask me this at events I’ve attended or spoken at, and I can understand why people pose the question. You don’t just have to figure out the differences between a financial advisor vs planner. There are countless different titles people…
Fund Your Financial Goals with This Easy Strategy
One of our biggest financial goals over the last 18 months was to save up and pay for our own wedding. Over the last year and a half, we saved $1,250 per month — which put us in a position to achieve that goal to pay for the wedding we enjoyed back in June. It…
Financial Planning for Retirement Is an Important Thing, But It’s Not the Only Thing
What do you think of when you hear “financial planning?” If the answer revolves around financial planning for retirement, you’re not wrong… but it might also be an incomplete picture of what proper planning can do for you. Or it might not be the right way to think about the kind of planning that’s best…
The #1 Sign You’re Not Good with Money
There’s one sure way I can tell when someone is not good with money, even when they feel like they’re really nailing it. It’s not having lots of student loans or credit card debt (although those can be tough to deal with, there could be reasonable explanations for someone having debt they’re working to repay)….
Stop Asking How Much You Need to Save Before Having a Baby
Most of my clients are in their 30s and 40s, and many of them are either starting families or adding to them. And many of these soon-to-be parents ask me, “how much do we need to save before having a baby? What should we have in the bank before we start thinking about having kids?”…
5 Money Mistakes I See People Make (That Are Super Easy to Fix)
Working with a financial planner is not always about what I actively do for my clients. Sometimes, it’s about what I stop them from doing. ANd, that can be even more powerful when it comes to your financial future. I’ve prevented a lot of people from making a number of small mistakes that would create a…
How to Run an Investment Advisor Search: 7 Things You Must Know to Find the Right Advisor
Recently, I spoke at an event where the topic was “how to be good with money.” It was a fun conversation and the audience was really engaged and eager to learn. After the event, one attendee approached me to ask a question. “I know I need a financial advisor,” she said. She shared she inherited…
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