Understanding the basics of money principles is always a great place to start making your life… Financially Simple.

February 16, 2018
inheritance

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 how to spend the unexpected cash — HINT: these tips can also be a good way to make use of your tax return, if you get one!  
February 7, 2018
what should be in a good business plan

A Financially Simple Guide to What Should Be in a Good Business Plan

For many, the process of creating a business plan seems daunting, but that doesn’t have to be the case. We’ve done the research for you. We’ve searched the statistics, journals, and reports within the Small Business Administration‘s website to give you the outline for what should be in a good business plan. Use this business plan as you create your company, restructure your company, or do a yearly review within your company to increase revenue and company cohesiveness. 
February 5, 2018

The Best Financial Books Ever! A Certified Financial Planner’s Must-Read 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 starter books that I recommend to friends, family, and clients.
January 29, 2018
shell company

What is a Shell Corporation?

Today, I’m sharing a fun little insight with you. I’m a visual kinda guy and thought this might help you see things through my eyes! Trust me, I know that can be scary! But you’ll like this one! I’ll be explaining the question: “what is a shell corporation?”
January 17, 2018
Communicating with a financial planner

Top 3 Questions to Ask Before You Hire a Financial Advisor

Choosing a financial advisor can seem overwhelming when you first start…especially if you’ve never delved into the financial world yourself. It can be tough knowing what to look for. However, there are some strategies that you can utilize to find the advisor that gels with your needs the most and will help you reach your ultimate goal. Making use of these three questions will undoubtedly help you assess and ultimately hire a financial advisor that can help you trek down the path you desire.
January 10, 2018
new home

Do Extra Mortgage Payments Really Help?

When it comes to paying your mortgage everyone knows you can save money on the interest by shelling out a little more and applying it to the principal. That means additional principal payments benefit you later on, right? You may also view one dollar today as the same dollar tomorrow. However, that’s not technically true. It depends on how much and why you spend it. If that seems a little confusing, let me break it down a bit more for you.  That way you’ll know how much you really are or are not saving.