December 15, 2020

How To Avoid Christmas Conflicts

Christmas is upon us and it truly is the most wonderful time of the year. Everywhere you look, there are festive and cheerful decorations. The spirit of generosity and goodwill toward men is thick in the air, and so is the wonderful aroma of pies, cakes, and Christmas cookies. Folks, I love Christmas time. But as wonderful as it all is, it brings about its own unique stresses. That’s why I’ve decided that today’s post will discuss how to avoid Christmas conflicts.
November 17, 2020

Normalizing Personal Income: A Business Owner’s Guide

One could make an argument that there is no such thing as normal. Or, at the very least, they could question who determines what normal is. For example, everybody is familiar with the classic—and very normal—pairing of peanut butter and jelly. However, I know a guy who makes the claim that the classic PB&J isn’t normal until you’ve added onion to it. I guess that’s proof enough that normal is a subjective proposition… except when it comes to the world of finance. I’ve spoken on the topic of normalization in the past but today, I want to look at it from a different angle. Today, I want to talk about normalizing personal income.
April 19, 2019

An Epic Financial Battle! Dave Ramsey vs Robert Kiyosaki! Who’s Right?

 Today we’re going to have an epic financial battle – Dave Ramsey vs Robert Kiyosaki. Dave Ramsey is famous for his Financial Peace series and Robert Kiyosaki is known for his book Rich Dad Poor Dad. Which strategy is right for you? Is one person right and the other wrong? They have completely opposing views when it comes to some aspects of finances. Well, this Certified Financial Planner is going to take a look at their top seven financial strategies and dissect them.
May 3, 2018

9 Financial Games for Kids That Teach Monetary Principles

As parents, we want to make sure that we have provided our children with every possible advantage in this life. Knowing that we have prepared them to succeed as adults is the ultimate peace of mind. However, finding effective ways to teach many of the necessary life skills can be challenging and it’s even more difficult to teach them in a way that is both engaging and fun. Nowhere is this more true than when we are trying to teach our kids one of the most important lessons they will ever learn: finances. That’s why our team at Financially Simple has put together our list of what we think are the best financial games for kids. These games will expose your children to the rules they will encounter during banking and managing money as they grow up. The best part, when playing these games, is that they can take financial risks […]
February 16, 2018

I Just Inherited Money! Now What?

Have you ever been the beneficiary of a nice little sum of money or some other inheritance? If so, you know deciding what to do with inherited money can be tricky, but it doesn’t have to be. Here are a few ideas on what to do with the unexpected cash — HINT: these tips can also be a good way to make use of your tax return if you get one!  
February 5, 2018

A Certified Financial Planner’s Must-Read List – My Yearly Reading List

Building wealth isn’t rocket science, but it does take some effort to understand the dos and don’ts that will get you where you want to be. As a Certified Financial Planner, I am giving you the list of the best financial books… my top five books about understanding money that I recommend to friends, family, clients, or anyone that asks my advice.
This website uses cookies to improve your experience. By using this website you agree to our Cookie Policy.
Learn more...