Strategy Guides

Take your financial confidence to the next level!

Internship

My Employer Does Not Offer a 401(k) Strategy Guide

  So your employer either does not provide a 401(k), you are too new, you are an intern or part-time employee. That is okay, you still have options. Just because you do not have access to a 401(k), doesn’t mean you shouldn’t start thinking about long-term goals. If you did have access to a 401(k) it would be a no-brainer to take advantage of the full matching that your employer provides because it is essentially…
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August 12, 2018 0
Primary Mortgage Insurance

Do I Need a 20% Down Payment for Home Purchase Strategy Guide

  Saving for a home can sometimes feel like chasing a moving target. This can be very frustrating as you are trying to achieve one of your family’s important life goals. Most people think that saving 20% for their down payment is the only logical way to gain access to their first home, but actually, there are numerous ways and options available to them. One that I have used personally, has ultimately saved my family…
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July 24, 2018 0
Wealth Building

How to Build Wealth Strategy Guide

  Building wealth does not happen overnight. It takes a lifetime of key decisions and often in the face of complexity and many unknowns. I’ve always viewed life as a game. As you age or progress in level, you need to use a combination of skills you learned from earlier to overcome new unique challenges. In other words, it becomes significantly more challenging. Building wealth is no different. It takes a long-term focus, strategic maneuvers,…
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July 5, 2018 0

How to Be a Baller on a Budget Strategy Guide

  Most Americans are spending way more than they should just to keep up with their friends and family. This causes their finances to be out of line with what truly is important to them. If this rings true for you, I want to suggest a few ways that you can either cut back on spending, but still feel like a baller. I broke out the strategies by difficulty level so it’s easy for you…
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June 11, 2018 0

Strategy Guide: Estate Planning for Families and Partners

Game over, man. Talking about death is never something people are dying to do, but I still encourage my clients through this process because it is a major topic that needs to be covered in order to ensure your family has a well-rounded plan. Not only should they think about what great things they want to accomplish in life, but how they want others to be impacted after they are gone. It is critical to…
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May 16, 2018 0
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