The calendar recently slid past my birthday which means I’m now officially in the last year of my 30’s. Yikes! You hear this all the time but it’s no joke that the years do seem to go by more quickly as you grow older. Kind of surprisingly, this brings me no anguish as each year proves to be another fun adventure. I’m excited to see what 39 has in store.Read More
If utilized property, credit cards can provide lucrative rewards in return for normal household and/or business expenditures. Sites like Million Mile Secrets , Nerdwallet and The Points Guy (all of which I love reading) provide a fantastic level of insight into the card options that exist and the benefits to potentially be had.Read More
If you asked me what I was doing 2 years ago, I would have told you that I was building out a traditional financial planning business focused on a monthly retainer model paired with investment management services. If you asked me what I was doing 1 year ago, I would have told that my business had morphed into a financial consulting practice focused on a simple, fee per-service model. If you asked me what I was doing 1 month ago, I would have told you that online courses were becoming my focus. If you ask me what I’m doing today, I will tell you that all of the above are now taking a back seat.
Why all the pivots?Read More
If you know me or have visited this site before, I'm sure have grown to realize that I am a supersized advocate for passive income. I believe that growing a diversified balance of income streams will set the foundation for financial independence more quickly than savings and traditional investing alone. The concept is not radical, but implementation and knowing where to begin in this path can pose a challenge. So that's exactly what this post is about. I will highlight some different methods of passive income investing in addition to the pros and cons, and possible barriers to entry for each product.Read More
Protecting and preserving wealth is just as important as building it. Think of wealth as a house. At the foundation are the resources (businesses, education, jobs, skills, etc.) that are the catalysts for growing wealth. The walls and contents are then the investments and assets built/grown upon these fundamental resources. The roof then acts as the protection in keeping all the resources and assets safe. Every component is just as valuable as the next, and all are vulnerable without a properly structured roof.Read More