Category: Financial Planner Difference

Take your financial confidence to the next level!

cryptocurrency in your financial plan

Should Crypto Be a Part of My Plan?

August 01, 2019 Lucas Casarez CFP® If you are in tech, you have probably heard of cryptocurrency, but should it be a part of your financial plan? To shed some light on this I will address the following: The dutch and crazy expensive tulips Invest in what you know How does cryptocurrency compare to other popular investments? Understanding the risks How does cryptocurrency compare to gambling? A plan is better than a wish Focus on what…
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August 1, 2019 0
Debt Management Strategy

How to Efficiently Manage Debt Strategy Guide

Debt may be unavoidable, but that doesn’t mean that it has to weigh you down. Efficiently managing debt may allow you to obtain a higher paying job, have a higher quality of life, and grow your wealth faster. The key is having a game plan and staying focused so that you avoid some of the common downsides of debt.


April 30, 2019 0
Man chasing after money

The Downside to Making the Most Money You Ever Have

Is it possible to be in a worse position because you are making the most money you ever have? It happens more than you think. It’s not just the tax impact of additional income, but many of the lifestyle decisions that build up over time.


April 9, 2019 0