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Category Archives: Blind Spot 2: Increasing Fiscal Literacy
‘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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Wealth & The House
“Every person who invests in well-selected real estate in a growing section of a prosperous community adopts the surest and safest method of becoming independent, for real estate is the basis of wealth.” – Theodore Roosevelt Real estate appreciation has … Continue reading
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
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
Wealth & The House
“Every person who invests in well-selected real estate in a growing section of a prosperous community adopts the surest and safest method of becoming independent, for real estate is the basis of wealth.” – Theodore Roosevelt Real estate appreciation has … Continue reading
Will My Clients Remember Me?
If I was gone tomorrow, would my clients remember me? Would they really care? Or would they simply move on to another mortgage lender and take with them the perception that it will be the same? Or, would they attend … 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
Here Comes That Taxing Feeling
Being a homeowner in terms of income tax, can for many be a source of relieving some of that tax burden. While I am certainly not a licensed tax professional and recommend that you seek the advice of one to … Continue reading
The 3 Reasons Budgets Fail (and How to Help Your Children Succeed)
Each month we will continue to dedicate an article to helping parents raise financially responsible children. Here are links to some previous posts: ; Kids & Money – FAQ and Kids & Money – What is Your Child’s Financial Personality Type … Continue reading