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Category Archives: Blind Spot 1: Developing a Plan
‘Lunch Money’ – Monthly Training & Education to Help My Team Increase Their Fiscal Literacy & Confidence
This month I launched ‘Lunch Money’, a monthly training and education to help my team increase their fiscal literacy and feel more confidence around money as they build a path for a successful financial future! This has been a passion of mine … Continue reading
Posted in Avoiding the First Financial Blind Spot, Blind Spot 1: Developing a Plan, Blind Spot 2: Increasing Fiscal Literacy, Blind Spot 3: Storing Money Efficiently, Blind Spot 4: Building a Wealth Team, Borrow Smart, Repay Smart, Creating Your Best Money Year Ever, life, money, planning
Tagged blind spots, borrow smart repay smart, budgeting, Creating Wealth, debt management, developing a plan, finances, financial future, financial planning, goals and dreams, increasing fiscal literacy, saving money
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Avoiding the First Financial Blind Spot
Blind spots are all around, preventing us from getting where we want to go. In our quest to transform the lives of every client through financial education and direction, we have identified four blind spots that everyone falls into on … Continue reading
Posted in Blind Spot 1: Developing a Plan, Uncategorized
Tagged financial planning, investments, Mortgages, Refinancing, saving money, wealth
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The Third Step in Borrowing SMART
I always explain to new clients that there are two conversations we must have: What CAN you do? Then, what SHOULD you do? In this third step, this means first discussing what you CAN borrow. Or put another way, finding … Continue reading
The Second Step to Borrowing SMART
Once you are clear on the First step to making SMART borrowing decisions when it comes to financing your home, it is time to learn the second step: PAYMENT. Put as a financial planning question, it means “How do I repay my … Continue reading
Should You Pay off Your Mortgage Faster?
For nearly two decades now, I have seen too many homeowners paying extra toward their mortgage without first having sufficient cash in the bank to weather unforeseen financial problems or while carrying other high-interest consumer debt. The hard truth for … Continue reading
Saving for Retirement and College
It’s that time. June… a lot of folks are getting ready to send their high school graduates off to college. If you plan to pay for your child’s college education, how can you possibly save for retirement and your child’s college … Continue reading
The Surprising Reasons People Refinance Their Mortgages
A recent study of homeowners who have refinanced their mortgages shed some fascinating results: 78% of those who have refinanced in the past did it for “Life Cycle Factors”, as opposed to just 22% trying to take advantage of … Continue reading
First Step to Borrowing SMART
If you’ve ever met with a trusted Financial Advisor, one of their favorite questions is, “What is your risk tolerance?” It just so happens that this is also where we begin our strategic planning and advice for homeowners when using … Continue reading
A Fable About Refinancing
Diane walked into the house, setting down her things in the kitchen after a long day at work. “Did you hear that rates have dropped? Should we be looking into refinancing?” Her husband Jack replied, “Yes, I did. Some people … Continue reading
The Art of Money: The Three Options With Every Dollar
With every dollar you have, there are only three things you can do with it: 1. Spend it 2. Save it 3. Pay down Debt with it This applies to really any amount of money … Continue reading
Posted in Blind Spot 1: Developing a Plan, Blind Spot 3: Storing Money Efficiently, Uncategorized
Tagged blind spots, debt, debt management, developing a plan, finances, financial future, financial planning, goals and dreams, happiness, lending, money, mortgage, pay off debt, refinance, saving money, wealth
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