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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 in contact with investors who develop ideas and opinions about the stock market. I understand their angst. I too struggle to make the best decisions with my personal funds. (This is why I hired a financial planner for myself!) For that reason, we decided to put together a list of 24 of some the most interesting investing statistics we think you must know before diving in.