Financial Money $pot
Money Lessons From a Former Advisor
Five Steps to Kick Your 401(k)’s Butt
Today the most important part of your retirement plan will be the company sponsored 401(k) plan or 403(b) if you work for a non-profit. However, most people know very little about their plans and do not even bother learning more. Here are five steps to kicking your 401(k)’s butt: Step 1 …
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Should You Purchase a Home
This is a topic that I have mixed feelings about. It used be that homeownership was a status symbol! It meant you have arrived. However, with an ever changing world I feel that owning a home is not quite as cool today. I purchased my first condo when I was 24 years old. At the time, I …
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Day #5 The Someday Syndrome
When I was working with clients the majority of them had a bad syndrome. I am not sure if it has been clinically identified, but I like to call it the “someday syndrome”. This by far is one of the worst barriers to become financially fit with your debt, investments, and money! If you are …
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Day 4 – Start Setting Goals
Now that you have completed your net worth statement, it is time to use that as a starting point in your financial planning process! I feel a completed net worth statement is such an awesome tool because that final calculated number is right in front of you. It is in black and white! It tells …
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Day #3 – Figure Out How Much You Are Worth
Since I am a big fan of reality checks, I feel that figuring out your net worth is one of the most important steps in financial planning because it can really give you a wake-up call! This is a very easy step and it should serve as a motivating tool for you to improve your financial …
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Day #2 – Spend Some Time on Your Money
My favorite quote is, “people don’t plan to fail; they fail to plan.” This is the absolute truth when it comes to planning for your financial future! Whether you are in debt, overweight, or your marriage off track; you can contribute it to failing to plan. When I would work with …
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