How much time do you spend with your family? And, when you are with your family, are you actually “there?” There are many stresses in our life that can cause us to not truly be present when we are with family. A very common stress is money. This stress can come from the lack of it, to what do I do with it, and how do I keep it? What’s the answer? AWARENESS
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.
Money’s best value to all of us is the ability to be able to control our own time. We all want to be able to do what we want, when we want and for as long as we want. To be able to do that, you must be financially independent. Financial independence doesn’t occur quickly. It isn’t magical. It comes over time with you controlling your money and your values. Through time most people will go through 5 levels of independence.
Full Transparency in how you are compensated. That's what your clients want.
Ever notice how celebrities tend to not truly be happy? This has always been interesting to me. They get to do whatever they want, yet they are not happy. I think a lot of us believe that having a lot of money sounds great because we can buy all the things we currently cannot have.
I was on a plane flying to a conference and I was listening to a podcast about money. I know shocker! 😊 The episode was discussing money and how it is a game. It really hit home and I began to jot down what I thought are the 5 most important rule to understanding in the game of money.
Have you ever thought of investing in real estate? Here are 5 benefits of choosing this investment option.
One of my favorite personal finance books is The Psychology of Money. It really examines how our knowledge, experience and mindset around money affects our financial decision making. Here are 5 lessons from the book that were my favorite.
You are making good money. Some of that money is coming in the form of stock options, RSU’s or possibly bonuses. You’re contributing to your 401k, holding on to your stock options from your employer and now are looking to take your investing to the next level. Here are 5 Investing strategies you can consider to help you get there.
n the US, we have a progressive tax system, meaning that your tax rate goes up as your income goes up. What confuses a lot of people is that professionals use terms like Marginal and Effective tax rates and often don’t explain what they mean. So let’s explain them.
What is the S&P 500? All the financial news outlets reference it. Is that the entire stock market? Should I invest in an index fun? These are typical questions that I get asked. Unfortunately, it’s not that easy to give specific investment advice without know what your specific goals and financial situation is. However, I can help educate you on what these financial terms mean!
It’s so easy to be unaware of where your money is going. We used to have checkbook registers to keep track of our money. Now everything is digital and subscription services! Let’s face it, for many Americans, the only reason they have any savings is because of their 401k. To be more specific, it’s because the money never enters their checking account. It gets directly deposited into their 401k by their employer. Any money that enters your checking account can be at risk to overspending or emotional responses. The solution my wife and I found that worked wonders is establishing a Wealth Building Account.
