Educational Resources
Articles to help you understand vital financial and investing concepts so you can achieve and maintain financial independence.
10 Tips to Aggressively Pay Down Your Debt
Debt can wreak havoc, not only on your finances but also on your ability to borrow. Having a lot of debt can create stress and sometimes be hard to get under control. The good news is, is that there are ways you can aggressively pay…
10 Tips to Aggressively Pay Down Your Debt
Debt can wreak havoc, not only on your finances but also on your ability to borrow. Having a lot of debt can create stress and sometimes be hard to get under control. The good news is, is that there are ways you can aggressively pay…
How to Protect Your Checking Account: 8 Tips for Security
There’s almost nothing worse than seeing withdrawals you didn’t make show up on your bank statement. As your heart begins racing and hands start sweating, you try to do the math in your head to determine if there’s some big purchase you forgot you made….
6 Ways to Start Helping Your Kids Manage Their Money
Helping your children learn to manage money at a young age can provide them with a solid foundation and teach them the true value of money. Remember, teaching your child about finances at a younger age will provide them with a better understanding of the…
Running a Business? Listen to These Podcasts for the Best Ideas on How to Scale
Are you trying to accelerate your growth? If you are running a business or thinking of starting one soon, then you probably have a long list of business books you want to read. But it can be hard to find the time to read like…
How to Talk to Your Kids About Money
Opening up and starting conversations about how to handle money and finances with your kids may seem overwhelming, but it doesn’t have to be. As a parent, it is your role to serve as a positive influence in their lives to get them on the…
Investing 101: a Primer for Beginners
Many of us have heard the term “investments” used in many ways – and it’s a concept most of us are familiar with to some degree. But unless you’ve really taken an interest in the markets or set aside time to study them, you may…
10 Hidden Costs of Buying a Home
Buying a house is exciting – and stressful. When it comes to purchasing your new home, it’s important to be realistic about what you can expect to pay. Beyond mortgage and insurance, there are additional costs all new homeowners need to factor in to their…
How Do I Know How Much of a Health Benefit I Need?
Making decisions regarding your health insurance can be complicated. it’s important to strike a balance between value and coverage, getting the most out of your hard-earned dollars – even if your employer provides a good health care plan. When you are just starting out in the…
5 Steps to Determining Your Risk Tolerance
There’s a degree of risk in any financial investment. There are no sure winners and no sure losers, either. How comfortable you are with the latter statement may give you a clue as to your risk tolerance. You can think of risk tolerance not only…
Top 5 Things You Should Always Share With Your Financial Advisor
Your financial advisor is an integral part of your team to help you manage your wealth and grow your future. Unfortunately, you may not be sharing with them everything that you should be. Whether you are not communicating things because you feel they are unimportant…
What is the Fiduciary Rule and Why You Should Care
When you’re deciding on a financial advisor to guide you on decisions regarding retirement, investments, life insurance, estate planning and the like, you should have a lot of questions prepared. One of the most important questions to ask is whether the advisor is a fiduciary….
Common Financial Mistakes High Net Worth Real Estate Investors Make
High net worth individuals (HNWI) is a classification used by the financial services industry to denote an individual or a family with liquid assets above a certain figure. Although there is no exact number, high net worth is generally referred to as those who have…