The purpose of financial planning is not to remove uncertainty or to predict your future financial situation with accuracy. The purpose of a plan is to help you maximize the value of your [...]
You don’t have a sound plan for your desired goals in life until you plan for emergencies and setbacks. In financial planning, this means planning for and building the right ‘safety net’, an [...]
With everyone talking about the coronavirus, you may wonder what to do, if anything, with your portfolio. There has definitely been a lot of action in financial markets this past week, with no [...]
Goal visualization is a powerful tool. Formula one drivers visualize every turn of a track before a practice or a race. They even visualize wheel-to-wheel racing with their fiercest opponents. [...]
Forget new year or new decade resolutions. In 2020 make yourself the gift of a financial plan. If you think financial planning is boring and by the numbers, we are here to change that. A [...]
Financial planning helps you achieve your most meaningful goals in life. This post helps you set your own goals and discusses how to use your goals to drive the design of your financial plan and [...]
Budgeting is the heart of financial planning. Achieving your goals starts by being aware of how you use your money, so you can make changes that align your money choices with your goals. Learn [...]
If I told you there was a tool that can help you reduce unnecessary spending, solve your money problems, and achieve your financial goals, would that get your attention? Probably. If I told you [...]
Last week one of my friends achieved a dream of a few years in the making. He finished Ironman Taiwan in less than 10 hours. Knowing how important the goal was to him and the whole family, his [...]
It’s simple, what you focus on determines where you go. Consider the following tips about focus. Are you a downhill skier? Never look at the tips of your skis. Always look ahead and [...]