This month I have a guest blog post from Chloe Moore, CFP®, founder of Financial Staples, a virtual fee-only comprehensive financial planning firm based in Atlanta, GA and serving clients nationwide. To learn how to get the most out of stock compensation and why it’s important to understand how it fits into your financial plan, read Chloe’s post below and also tune in to episode 008 of my podcast, where I interview Chloe and she shares this valuable information.Read More
Category: Money Tips
Weddings can be very expensive and stressful to plan. I spoke with wedding planner Paulina Clute in episode 007 of my podcast, and she shared some tips on how to budget for your wedding, and things you can do to ensure you get off on the right foot and not start your marriage in debt.Read More
Protecting your credit from scams is an ongoing battle. If you’re feeling overwhelmed, you’re not alone. Research shows people aren’t as savvy at identifying scams as they think they are. Plus, you don’t always have control over who has access to your sensitive information.
This month I have a guest blog post from Marguerita Cheng, CFP®, Chief Executive Officer at Blue Ocean Global Wealth. Rita shares her insights and tips on what we can do to help protect ourselves, our children, and our parents from credit scams. You can also tune in to Episode 006 of my podcast to hear Rita and I talk about the different types of scams and what one can do to protect themselves.Read More
The rich get richer because the rich get help. And they have for centuries. Although we may not be ultra-wealthy, there are things that we can do to create a system for creating family harmony, preserving family history, and nurturing family values and wealth through the purposeful structure and stewardship of the founding family members.
This month I have a guest blog post from Jason Howell, CFP®, author of Joy of Financial Planning: 7 Strategies for Transforming Your Finances and Reclaiming Your American Dream. Below Jason shares the 7 distinct steps towards building a system of Family Governance for just a family and/or a family business. We also talk about family governance in Episode 005 of my podcast, so be sure to tune in.Read More
There are many reasons why someone would pursue fertility treatments. Whether it’s medical or elective reasons, the process can be very expensive. Here are some tips to help you prepare financially when considering fertility treatments.Read More
The responsibility to save for retirement has been switched to us. Depending on your age, your parents or grandparents might have worked one job their whole lives and retired with a pension. Aside from a few jobs like the military, or a job with the city or state, most jobs no longer offer a pension, transferring the responsibility to save for retirement to us. Read to find out the 6 things you need to know about your employer sponsored retirement plan.Read More
We typically hear the word “estate” and automatically associate it with the super wealthy. The truth is that most working families will likely benefit from having an estate plan in place. There are non-monetary things that can be taken care of via wills, trusts, and powers of attorney. Here are five reasons why you should consider establishing an estate plan even if you’re not super wealthy.Read More
Buying or leasing a new car can be stressful. The decision you make will impact your finances for several years to come, and you want to make sure that you make the best decision possible. Here are some tips to help you make an informed decision when purchasing or leasing your next vehicle.Read More