An easy rule to help you prepare for retirement KEY TAKEAWAY: Saving for retirement can seem daunting. The 50/30/20 rule is a simple but effective strategy to help you manage your finances and prepare for retirement. In today’s video, I cover what it is and how...
DO YOU NEED A MONEY PLAN? KEY TAKEAWAY: While many may view a “budget” as being restrictive, a Money Plan is a power tool that supports your financial empowerment and freedom. It helps you use your financial resources strategically, avoid the financial shackles and...
Is money a source of conflict in your relationship? KEY TAKEAWAY: Statistics reflect the corrosive effect that money conflicts can have on a relationship. Couples who get on the same financial page are more likely to stay on the same marital page, but it’s easier said...
Cash Flow: Your Power Tool to Achieve Your Financial Goals KEY TAKEAWAY: Your Cash Flow—the money coming in and going out each month—is a power tool you use to grow your Net Worth and achieve your financial goals. By understanding and tracking your Cash Flow, you can...
What’s Your Financial Starting Point? KEY TAKEAWAY: Your Net Worth—your Assets minus your Liabilities—is a snapshot of your financial situation at a given point in time, and it is the financial starting point for achieving many of your life goals. By understanding...
Put Your Financial Stake in the Ground KEY TAKEAWAY: The purpose of your financial goals is to support your life goals. So, identify the financial goals that support what is most meaningful for you to feel and have in your life, quantifying and prioritizing them to...
