What do you wish you had learned or been taught about money as a kid? What skills would have served you as an adult?  Every parent wants the best for their kids, and helping them understand money and personal finance is an important step.  It’s also...

When you’re going on a trip, there’s a lot to prepare for.  The first step is deciding what you want to do, and where you want to go.  You need to make sure your vehicle is capable of getting you to your destination and that it’s ready to make the trip. From...

I don’t know about you, but I’d rather have all my investments be tax-free. While this may not be possible, it pays to understand our options when it comes to building tax-free wealth.  401(k)s came into existence in the late 70s and were widely adopted in the...

The best time to plant a tree was 30 years ago. The next best time is today.  Is it possible for you to become a millionaire? The answer is most certainly yes. 80% of new millionaires are self-made, meaning they didn’t inherit their wealth. So, if you don’t come...

It seems like you can’t go anywhere without hearing about cryptocurrency. There are television commercials, social media ads, and I’d estimate that around 3 out of 5 direct message requests I receive on LinkedIn are people trying to convince me to purchase crypto from...

The financial planning process is something you can master. It can also be intimidating if you’re new to personal finance and/or aren’t currently investing.  The entire financial services industry is unnecessarily complex. While there are a lot of moving parts to...

Could you be wealthier than Bill Gates and Warren Buffett? I think the answer is yes.  Gates has a net worth of approximately $135 Billion, and Buffett’s is approximately $126 Billion. The definition of wealthy is “having a great deal of money, resources, or...

Property tax lien investing is growing in popularity among savvy investors because it allows them to invest in real estate without actually having to experience the headache and uncertainty of owning property. It is also desirable because of the relatively low-risk...

Clients are the lifeblood of your business, whether you’re an enterprise organization or a fresh startup. Attracting new clients consistently is challenging and can be expensive, especially as client acquisition costs continue to rise. On top of that, clients are...