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

August 23, 2018

5 Top Budgeting Apps – Their Drawbacks and Benefits

With today’s ever-advancing technology, tracking your finances has never been easier. No matter what route you’re hoping to take with your fiscal matters, there’s likely a website or app to help you get there. Here are my five top budgeting apps that can and will help you keep tabs on your money. 
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.
January 17, 2018

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 goals. 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.
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