Note: We are not paid or compensated in any way to promote services or products. Our blogs are intended to be helpful for for readers to make the best decisions for them. Many young families are interested in real estate investment as an additional source of passive income. While this sounds exciting, you should educate yourself […]
Read More… from Investing in Real Estate? First do your research, then consider your goal.
If you’re reading this, you’ve probably already explored a few passive income strategies to live the life of your dreams…or to just bring in extra cash. Either way, having another source of income can help during the good times and the bad. An added layer of security is generally a good thing! Your financial goals will […]
Read More… from Achieving Financial Independence with Passive Income: A Quick How-to Guide
This month we are starting discussions with our clients for 2022 planning. Part of this discussion is optimizing for this year. Many are on track to achieve their financial goals. Heading into the last quarter of the year, we want to review the details of their plan to support these goals. Here are a […]
Read More… from You are on track to reach your goals, but are you optimized?
Disability Insurance and You Many Americans are living paycheck to paycheck — a staggering 78 percent of us, according to a recent study by Career Builder. That creates a very delicate financial situation that could be thrown off kilter by an accident, unexpected illness, or a big family emergency. It’s not something anyone wants to […]
Just because you are on a “tight budget” doesn’t mean that you cannot have a financial plan to reach your goals. Begin with looking at your own spending each day, week or month. Having a tight budget might be because you have high fixed expenses. Or, it might indicate overspending. When was the last time […]
Seventy-eight percent of full time workers say they live paycheck-to-paycheck. One of the biggest concerns I hear expressed by my clients is the fear of running out of money between paychecks. No matter your income level, this cash flow squeeze is also often the cause of rising credit card debt or falling behind on utility […]
All About That Credit is a 4-part series about establishing, improving and maintaining good credit. Credit is a complex topic, and while I hope this series will be informative, I welcome questions specific to your particular situation. Part 2: Installment Accounts Are you considering a loan to buy a car, or procuring a mortgage to purchase a […]
