Category: Financial Behavior

Take your financial confidence to the next level!

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 cut back on spending, but still feel like a baller. I broke out the strategies by difficulty level so it’s easy for you to dive…
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June 11, 2018 0

Estate Planning Strategy Guide

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

Why Achieving Short-Term Goals are More Important Than Achieving Long-Term Goals

The journey is more important than the destination. However, you also don’t want the destination to be a pit of misery because you lived it up a little bit too much on your journey. Often times, when it comes to financial planning, I hear from prospective new clients that although they think saving for the future is important they want to live life now.  I agree…  partially. I think a healthy balance of experiencing now,…
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March 17, 2018 0