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October 27, 2017
The thought of being debt free sounds like a dream come true for most of us. Many folks are wrapped up in credit card debt, car payments, mortgage payments, etc. However, there’s one debt freeing yourself from could do more harm than good, from a mathematical standpoint. That is your mortgage debt. Honestly, it’s often not a good idea to pay it off or even pay extra on it before age 50.
October 21, 2017
We’ve all heard and seen the “buy gold” advertisements on radio and television. Usually, a paid celebrity will talk about how “bad” the markets can be and then pitch a gold product. The question is, how much attention should we give to these ads? Is gold a good investment? They tell us if the stock market crashes, this is one investment that won’t go belly up. However, gold is always compared to stocks, not fixed incomes like bonds.
July 24, 2017
Finance is a multifaceted subject. It cuts across various aspects of our lives and at certain times knocks the wind right out of us. For instance, today as I met with a client, we considered how to calculate liquid net worth. Yeah, I know Liquid Net Worth doesn’t garner the attention that Net Worth alone does. However, both calculations have their place in your finances. So talk about why liquid net worth matters and how you can figure yours out.
April 20, 2017
In a recent meeting with some long-term clients, we began updating their comprehensive wealth plan. I vividly remember their specific goal. They wanted to reach retirement with an annual income of $100,000. Years ago when their journey to their financial independence began, this number was out of reach. Now, due to their hard work and persistence, this goal is actually becoming a reality. If you’re asking yourself this question, “Can I retire with $100,000 per year in income?”, then let’s take a look at how you get there.
April 19, 2017
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.
January 12, 2017
As a CERTIFIED FINANCIAL PLANNER™ I’m constantly communicating with investors who develop ideas and opinions about the stock market. I truly understand their angst. I too struggle to make the best decisions with my personal funds, which is why I hired a financial planner for myself! With all the uncertainty that surrounds the market, we decided to put together a list of 24 of the most interesting investing statistics we think you need to know before diving in.