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Change Your Money Mindset: 5 Ways to Reframe the Belief, “I’m Bad with Money.”
When it comes to money, there are few things I find to be more damaging than the narratives we tell ourselves. Maybe we’ve been told this by others in our lives or watched our parents say it about themselves, but in order to move forward you need to leave this limiting belief behind.
Boost Your Savings And Learn New Skills With A Frugal February Challenge!
Because February is the shortest month of the year, it’s the perfect time for a fun challenge that will not only help you learn some new money-saving skills but also help you make some headway on your financial goals.
5 Financial Calculators You Need to Check Out
We're sharing some of our favorite financial calculators. Whether it's spending money on lunch, or saving for retirement, these tools can be immensely helpful. Check them out today to factor them into your financial planning.
Where to Stash Your Emergency Fund
Having a rainy day fund is such an important aspect of feeling financially secure. Even if you have mountains of debt, having just the smallest nest egg squirreled away can make a huge difference to your bottom line and your sanity. But where should you keep that safety net? Should you just let it sit in your checking account untouched?
How to Reset Your Financial Goals
We’re heading into 2018 at lighting speed so it’s time to take another look at those financial goals and set yourself up for success. Whether you had 2017 goals that fell by the wayside or financial goal setting is completely new to you, here are some tips to keep you motivated a moving in the right direction.
Is an Income Annuity Right for You?
If you’re anything like me, you heard about income annuities for the first time from some old television star during an episode of The Price Is Right. However, there's a lot more to know about this retirement savings tool. Here is some information you can use to determine if an income annuity is right for you and your family.
Does Your Net Worth Really Matter?
So much of what we hear reported in the news stratifies individuals based on their net worth. It’s an easy measure to help quantify economic markers, but is it really a good measure of your wealth and financial health?
Money Challenges Among Millennials
So much has been written about millennials and our finances, but like any other generation there’s a range of extremes that may or may not apply to such a huge group of the population. That being said, there are some very real challenges that face this generation. Here we tackle some of the biggest challenges millennials face and address what can be done about them.
Are You Saving Enough for Retirement?
It’s the eternal question… How can you know if you’re saving enough for retirement? Everyone is different and their needs for retirement are different, so here are some guidelines to frame your thoughts on retirement and to calculate if you’re doing enough to get there.
Zero-Sum Budgeting: How to Make It Work for You
For most people budgeting is not a fun exercise, but not all budgets are created equal. Today we spend some time talking about the zero-sum budget, how it works, and why it may help bring you closer to your goals
Retirement Planning 101: Options for Retirement Savings
Where pensions used to be the standard structure, we now have a hundred flavors of retirement savings accounts. Today we’re breaking down some of the most common retirement investment vehicles to make it easier for you to determine where you should funnel your money.
How to Prioritize Your Financial To Dos
Time and again, the question I hear from clients the most is how to choose what financial priorities to put first. It sounds like it should be a simple exercise, but most of us don’t have unlimited money lying around to fulfill all our current and future financial needs and wants. So when you’re working with limited funds, what’s really important? How can you invest for the future and still live the life you want today?
How to Recession-Proof Your Assets
So far this year, we’ve seen the stock market put up record breaking numbers, but several analysts have come out to claim that a market “correction” may happen within the next 18 months. It’s certainly enough to make you take another look at your finances and consider where you have exposure and what can you do to hedge against the next recession.
The Two Investment Tools You Need to Know About
Investing for retirement is important, but some people might be surprised to know that the IRS actually limits the amount you can contribute to certain retirement funds. So where should you be putting your money? Luckily, there are two great investment vehicles to consider when you want to grow your money, but have the flexibility to withdraw funds prior to retirement.
How to Pay Yourself First Without Going Broke
At this point in your financial life, you may have heard the advice to “pay yourself first”. As much as this is good advice to give, very few people actually follow it, and there are two big reasons why. Here we address steps you can take to pay yourself first without going broke.