Finance
You Have to Start with a Goal – Investing in 12 Pictures
But what is your GOAL for investing? Investing is not a goal in and of itself! Read on to learn how Stephen Covey’s advice applies.
Read MoreFinancial Freedom Tips (Video) – 5 Reasons to Set Goals
Why set goals? In this 5-minute video, we’ll discuss 5 reasons why setting goals can help you achieve personal significance.
Read MoreIs Solar Power Right for me? Things to consider from a new owner!
Should you install solar panels? Read more here to find out.
Read MoreQuantifying the Value of Financial Planning Advice
It’s possible to quantify the value your financial planner provides by examining the economic & real-world impact they deliver. Read here for our guide on quantifying your advisor’s value.
Read MoreHaving the Will and Trust to plan your Estate – Making sure the pieces are in place!
Today we dive into the basic elements of estate planning (wills, trusts, and more). Read on to learn how to get started!
Read MoreCharitable Giving – How Tax Benefits Vary
Today we dive into the most common types of charitable giving—and the tax implications for each. Read on to find out more!
Read MoreCharitable Giving, Part 2 – Advanced Strategies
Today we dive into a few advanced strategies for charitable giving—and the tax implications for each. Read on to find out more!
Read MoreWhat does a financial planner do?
Learn how a financial planner assesses your situation and then makes, implements, and adjusts a financial plan to reach your long-term goals!
Read MorePut a Shine on your Credit Score: How to Build Credit!
Today we cover 6 ways you can improve your credit score! Your credit score is a window into your financial reputation—and can impact your life in surprising ways.
Read MoreValues in Action – Financial Freedom Tips
Your values and long-term goals drive what you need to succeed. In this 4-minute video, I take a deeper dive into values in action—just in time for your end-of-year reflections.
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