An upcoming IPO at your company presents you with a huge opportunity to make a massive leap of forward progress in growing your wealth. With the potential for hundreds of thousands of dollars — or even millions of dollars — on the table for you, it’s not an exaggeration to say this is a high-pressure…
Money Is a Tool, So Stop Treating It as the Goal
“I want more money.” “I need to save more money.” “I wish I had more money.” I hear these phrases all the time — and I’m guilty of saying them myself, too. While it’s natural to think this way about finances, doing so only creates more stress around money. Why? What’s wrong with “more money?”…
Make Little Money Details Add Up to Big Financial Impact
The next time we go out to eat, we’ll get $20 off our meal just because we have a habit of making reservations. We use OpenTable to book spots at restaurants when we plan to eat out. Even if we know we’ll get somewhere at a slow time when there won’t be a wait, like…
When to Start Financial Planning (and What to Think About First)
A lot of people I talk to aren’t sure of when to start financial planning. Do you have the same question, about when you should start? I could really sum up the entirety of this blog post with a single-word answer: Yesterday. That was the best time to get started. The second best time, of…
All the Reasons You Seem Financially Stuck (and What to Do About It)
As a financial planner, I hear all sorts of reasons about why people’s finances are the way they are; all the reasons why they’re financially stuck and not making progress. Let me know if any of these sound familiar: We have $10,000 in credit card debt because my wife lost her job. My credit score…
Suffering from Job Burnout? How to Prevent Your Career from Running Your Life
It happens to all of us from time to time. You get down. You feel tired. You’re overworked and overwhelmed. Dealing with work stress is something we all experience — but sometimes that stress devolves into something much worse if it goes on for long enough. If you let you career run your life for…
Got a Cash Windfall? Take These Steps So You Don’t Screw It Up
Who doesn’t love the idea of suddenly, unexpectedly coming into a lot of cash? Although this idea of a cash windfall sounds great in theory, the reality isn’t always quite as fantastic. Receiving a lot of money — especially when you didn’t know or expect it — can also introduce a lot of financial complexity…
The 3 Factors That Set Financially Successful People Apart from Those Who Struggle
Ever wonder what it really takes to become wealthy? Assuming you don’t have a very rich relative who leaves you a lot of cash or you’re not on track to be the next Silicon Valley tech startup wunderkind, then you’re probably taking the same path most of the rest of us take: Earn a strong…
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…
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