If you have cash to invest, you might also have a lot of questions that you want to get clarity on before you make any money moves. Investing can get complex, and fast — and not everyone has the time or desire to dig into the research or sift through the noise in order to…
How to Do an Investment Advisor Search: 7 Ways to Find the Right Advisor
Recently, I spoke at an event about “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. She wanted to know how to do her own investment advisor search, because she couldn’t find…
Improve Your Finances: 5 Exercises to Use to Build Better Money Habits
Wouldn’t it be nice to finally be someone that other people look at and say, “wow, you really are great with money. I’m impressed!”? Do you constantly find yourself wishing you had better money habits, but you just can’t seem to change your day-to-day actions? Here’s the good news: you can absolutely transform your current…
Are You Making These 5 Mistakes with Your Stock Options?
Stock options are a type of equity compensation, or a way for employers to reward key employees beyond the usual paycheck. Equity comp can allow you to participate in the growth and upside potential of the company you work for, and is often a great tool to leverage to accelerate your progress toward building wealth….
Get 30 to 40 Percent Of Income Saved with This 3-Step Process
We originally wrote this piece to compliment our Beyond Finances podcast episode on The 3-Part System We Use to Save 40 Percent (or More) of Our Income, and published it on Forbes. We’re republishing a slightly different version of it here, too, if you’d like to pair it with episode 25 of the show. Do…
6 Ways to Avoid Distraction While Working Toward Financial Goals
If you want to be financially successful, there may be no better skill to build than the ability to avoid distractions. Distractions are everywhere on the road to what you really want — and you won’t just need to learn to manage them once or twice. Financial goals take a long time to get to, which…
Life After Debt: When You Stop Paying Down Balances and Start Building Wealth
When you can gain control over your cash flow and aggressively pay down loans and balances, you know it’s only a matter of time before you pay everything off and reach debt freedom. That’s an exciting proposition if you’re already on this path and have spent some time chipping away at student loans, credit card…
How to Become Rich: The Actions (and 3 Unexpected Habits) to Get There
You might think that learing how to become rich isn’t something something you can learn at all. It’s luck, or it’s just for people who have specialized knowledge that most other people simply can’t access. That isn’t quite true, though. You don’t have to be born into money to become wealthy, and you don’t have…
Timing the Market Doesn’t Work, So Here’s What to Do Instead
Over the last decade, we’ve enjoyed one of the longest bull markets we’ve ever seen. In the last few years, the stock market has set record after record, climbing higher and higher. And in those last few years, there have been people at every turn claiming that the next big crash is inevitable. Yet the…
How to Rollover a 401k (and How to Determine If You Should or Not)
About half of Americans have access to a workplace retirement plan like a 401k. If you’re one of them and have also had more than one job in your career, chances are good that you don’t just have your current 401k… you have one (or more) from previous employers, too. You might have moved on…