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

November 19, 2020

Do Taxes Matter? Understanding How Taxes Impact Your Wealth Gap

Over the last few weeks, I have been going over some of the things that keep business owners up at night. More specifically, I’ve been discussing the wealth or retirement gap that we all face. In today’s entry, I want to continue with this subject by answering a very important question… do taxes matter? The short answer is yes, of course. But as I dig deeper, I’m going to show you how taxes impact your wealth gap and your ability to accumulate the wealth you will need for your retirement. Join me as I unpack all of the pertinent details of this subject.
November 14, 2020

Why You Should Have a Financial Advisor Who is a Fiduciary

Hiring a financial advisor is an important step to take when reaching for financial freedom. So choose a financial advisor that is a fiduciary too. Recently the Department of Labor has released a final draft of their fiduciary rules. It mandates and compels financial advisors to place the interest of their client’s as a priority when offering advice on their retirement accounts.
May 7, 2019

3 Investing Apps – This Financial Planner’s Favorites

As a CERTIFIED FINANCIAL PLANNER™, I’m always looking for ways to increase the overall net worth of my clients as well as myself. Investing in your retirement accounts is obviously one of the easiest strategies to employ when working toward that goal. Additionally, I’m not really a fan of investing in individual stocks, however, with the various apps available, you can often play a little without ruffling your nest egg too much. Which is why today I’m sharing three investing apps I personally utilize to play (learn) and grow my wealth.
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.
February 19, 2019

FEES! FEES! FEES! Are Investment Brokers Worth It?

Are investment brokers worth the fees they charge? Ask any investor this question and you likely receive one of the three very short responses: No, maybe, or yes. I will be the first to admit that I have asked myself this question on multiple occasions. Recently I was reviewing a prospective client’s investment account and asked, “Why is she even paying this person?”
February 14, 2019

Peer to Peer Lending: An Alternative Source for Loans

Being a business owner often means needing capital, and sometimes you just don’t have the extra money you need. There are times you will want to turn to a traditional financial institution (i.e. a bank or credit union) for help, and there are times that may not be your best option. That’s where peer-to-peer lending (P2P) could come in. This alternative lending practice has been around for years but has risen in popularity over the last few. However, is it right for you and your business?
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