It’s not about how much money you have to pass on to your kids – it’s about education and conversation from a young age. We know that parents in their 30s and 40s lead busy lives. Just as it’s important to have money conversations with each other, teaching your children about money can help them […]
Category: major purchase
How to Find Balance in Your Spending
When it comes to finding balance in your spending, standard advice says that you need to make a budget. How successful is that? One survey found that 74% of consumers say they have a budget, yet 79% fail to follow it. So, how can we flip the script on this story? We break down how […]
I’m a big fan of cash flow planning. Here’s why.
As a planner working with people in their 30’s and 40’s, I spend a lot of time planning for investments, taxes, and risk management, but today I’m emphasizing the importance of cash flow planning. Cash flow planning is about knowing your income sources and sticking to a spending plan so that you’re able to save! […]
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Investing in Real Estate? First do your research, then consider your goal.
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 […]
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A time to pivot–and examine your best options
It’s hard to know what to expect from the rest of 2020 even as many salons, restaurants and other “non-essential” businesses start to reopen across the country. One thing is for sure, a takeaway from this crisis is how important it is to be flexible and ready to adjust to what life throws at us, […]
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First time homebuyers: Why a down payment of 20% is a good idea.
There are several programs out there that allow first time homebuyers to buy their home with as little as three to five percent down. It isn’t just cities like Boston or San Francisco where buying a home can seem out of reach. Home prices all across the country are climbing much faster than salary increases, […]
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