Budgeting is hard. I’m a financial planner and I’ve helped hundreds of people with their own personal budgets. You would think...
Know your retirement funding deadlines: 12/31 - Last day to pay itemized deductions, establish a solo 401k, complete contributions to employer...
Do I Need an Emergency Fund? Rule of thumb 3 to six months of income Is there a better way? Know your expenses What would...
In this episode: Are they a fiduciary Are they a CFP® Pro What types of clients do they work with? Do they understand your...
In this episode: Budgeting sucks …. Do this instead Budgeting … It’s feels so negative Instead think of align your cashflow with your...
In this episode: How to Get the Most of Your Employee Beneftis Medical Insurance HSA vs. No HSA Disability Insurance Life Insurance Dependent...
In this episode: Do I need life insurance? Reasons you may want life insurance What kind of life insurance should I get? Read Blair's...
Description: How many mutual funds should I own? What is a mutual fund vs ETF? Index or Active Examples Instead of # of funds,...