The time is now for putting a plan together to become debt free. I’m going to talk about how and why the implications are far greater than you realize.   Life is short, and it’s important to live in the present as much as we can. But it’s also very...

Creating a wellness checklist can help you bridge the gap between the life you have and the life you want.  I’m going to talk about how to create a wellness checklist, as well as help you fit it into your busy life and make it sustainable.  Why bother with...

There are seven states with no income tax, meaning these seven states don’t tax retirement income AlaskaFloridaNevadaSouth DakotaTexasWashingtonWyoming Why is this important? Because, depending on the type of account(s) you're using to accumulate money for your...

How much money should you save before buying a house? A down payment of 20% and six months worth of what your expenses will be once you own the home.  Here’s what I’ll cover in the remainder of this post Why you should save that muchThe cost of making a bad...

Rental properties can be a great way to diversify your income and your long-term financial situation. Understanding rental property loans and how to qualify will position you for success as you set out on your passive income journey.  No doubt you have...

Debt has become an insidious part of many of our lives. I’m going to share with you a process for becoming debt free using goals-based-budgeting so you can start living the life you truly want.  There are many reasons why people fall into debt. There are many...

I’m excited you’re interested in how to get good with money and I’m confident I can help you get where you want to go.  This article will go through 7 steps to help you achieve financial prosperity.  It’s not enough to know about money. It’s not enough to...

To develop empathy for another, we’re told to walk a mile in their shoes. But how do we do this for ourselves? It’s hard for us to imagine our future-selves. To think of ourselves as getting older and one day dying. It’s for this reason we have a difficult time with...

Looking back over the first 20 years of my career as a financial advisor and meeting with thousands of people, very few strategies or financial products were thought of as “must haves.”  Wills and trusts are the closest thing to it, meaning whenever I asked if...