Category: Financial Behavior

Take your financial confidence to the next level!

Retiring early

How to Retire Early Strategy Guide

  Can you really retire early? Yes, you can, but it takes a lot of hard work and discipline to first plan a strategy and then stick to it. There are a bunch of early retirement bloggers out there and although they share a lot of solid nuggets of information, it only takes one error to completely derail your plans. I will outline what it takes to retire early and a few common landmines to…
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November 24, 2018 0
Questions to ask yourself about buying a house.

Should I Buy a House Strategy Guide

  Are you wondering if buying a house right now is a good decision? Before we dive into some of the common things to consider, first ask yourself do you even want to? So many times in life we do things because we feel we ought to or we should. Life is short, so I want you to be real with yourself on the answer. If the answer is “yes” or even “I think so”…
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November 18, 2018 0
Contingent Beneficiary

How to Choose Your Beneficiary Strategy Guide

Have you ever wondered who should I name as my beneficiary? This question can cause a lot of stress, but it is very important to address because it greatly simplifies the ability for your assets to transfer to the individuals you choose, should the worst occur. I want to help with a strategy guide on what a beneficiary is, what assets typically have beneficiaries and probably the main reason you are here reading this, whom…
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October 20, 2018 0

What I Would Do With Five Years to Live

I used to think I was invincible, at times I even thought I may have been a robot. Now that I am older I have a ridiculously greater perspective of the world around me and where I currently see my place in it. Five years is a completely random time frame, but it is very similar to some of the questions I work with my clients to answer in their first meeting with me before…
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September 26, 2018 0

Why Cryptocurrencies Are Not a Good Fit for My Clients

Cryptocurrency hype has finally calmed down and I am extremely thankful. I am less worried for those who have no idea of how these assets work accidentally shooting themselves in the foot gambling away any savings they may have accumulated. Sure plenty of people have made money and it’s possible that many still could. Other than worrying about the carnage that individuals and families put themselves in while chasing after the excitement of hitting it…
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September 4, 2018 0
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