May 25, 2017
how a true wealth manager views your life.

How a True Wealth Manager Views Your Life

How a True Wealth Manager Views Your Life Hey, guys! Justin with Financially Simple here to help you understand how a wealth manager views your financial life. Most people think a wealth manager is just someone who invests money, but that’s not really the case if they are a setting up a comprehensive plan. Investing money is just one aspect of what we do. For example, think of your life as a box. Everything in the box is something you can control. We can either google to learn more, ask friends and family for advice or even hire professionals to help us build the custom life we want to have. Those areas are cash flow, risk management, investments, and distribution. What You Can Control Cash flow is how much money do we make and how do we make it. So few people know exactly where their money is spent. It happens far too often. This is why I stress budgets. They’re important for both the home and business. Risk Management is everything that has the word insurance on it and the legal documents we use to protect it. Many people don’t plan their insurance packages, rather they buy it on […]
May 23, 2017
Tips for Taxpayers Who Owe Taxes

Tips for Taxpayers Who Owe Taxes

Tips for Taxpayers Who Owe Taxes The IRS offers a variety of payment options where taxpayers can pay immediately or arrange to pay in installments. Those who receive a bill from the IRS should not ignore it. A delay may cost more in the end. As more time passes, the more interest and penalties accumulate. Here are some ways to make payments using IRS electronic payment options: Direct Pay. Pay tax bills directly from a checking or savings account free with IRS Direct Pay. Taxpayers receive instant confirmation once they’ve made a payment. With Direct Pay, taxpayers can schedule payments up to 30 days in advance. Change or cancel a payment two business days before the scheduled payment date. Credit or Debit Cards. Taxpayers can also pay their taxes by debit or credit card online, by phone or with a mobile device. A payment processor will process payments.  The IRS does not charge a fee but convenience fees apply and vary by processor.Those wishing to use a mobile device can access the IRS2Go app to pay with either Direct Pay or debit or credit card. IRS2Go is the official mobile app of the IRS. Download IRS2Go from Google Play, the […]
May 17, 2017

Laying a Good Wealth Building Foundation in your 20s and 30s

Laying a Good Wealth Building Foundation in your 20s and 30s Laying a Good Wealth Building Foundation in your 20s and 30s Hey guys! It’s Justin Goodbread from Financially Simple. Here are some tips for laying a good wealth building foundation early on. If you catch on to these you undoubtedly increase chances of success when it comes to your finances. 1. Work/Life Balance 2. Invest in Yourself 3.Plan Not Save 4. Set Short Term Goals 5. Spend Less than you Make 6. Build a Budget 7. Learn Money 8. Take Risks 9. NEVER Borrow Money for Non-Assets 10. Take advantage of “free” money  
August 9, 2016

VIDEO: Answering a Mom’s Question on How to Save Extra Money each Month

How to Save Extra Money each Month Save Extra Money Each Month Are you on a tight budget and know you need to save more? If you are like most people, we know we need to save but do not understand how to accomplish this mandate. Justin Goodbread, CERTIFIED FINANCIAL PLANNER(TM) and Wealth Manager with Heritage Investors in Knoxville, TN provides you with a few ‘out side the box’ ideas on how to save additional money without changing much in our daily lifestyle. Heritageinvestors Planningisfun So in this article and video we have described the full tips on ” How to save extra $ each month”.