Category Archives: Blind Spot 3: Storing Money Efficiently

‘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

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The #3 Mistake Home Buyers Make

If you missed the #1 and #2 mistake home buyers keep making, catch up here: The #1 Mistake and The #2 Mistake.

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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

Posted in Blind Spot 2: Increasing Fiscal Literacy, Blind Spot 3: Storing Money Efficiently, money, Uncategorized | Tagged | Leave a comment

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

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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

Posted in Blind Spot 2: Increasing Fiscal Literacy, Blind Spot 3: Storing Money Efficiently, Uncategorized | Leave a comment

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

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How to Prioritize Your Cash Flow

When it comes to planning your mortgage, the first mistake people make is not realizing that the real discussion must first be about money.  More specifically, cash flow.  “We live lives of cash flow,” is something I say nearly daily … Continue reading

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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

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2016 Is Your Year!

Creating Your Best Money Year Ever in 2016. One of the primary reasons many people do not achieve financial success is they have never stopped to define what it is that a “successful” financial picture looks like for them.  In … Continue reading

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We Live Lives of Cash Flow

If there’s one thing I say nearly every day of my life, it is this:  “We live lives of cash flow.” When it comes to providing expert mortgage advice for clients, this is typically what it boils down to for … Continue reading

Posted in Blind Spot 1: Developing a Plan, Blind Spot 2: Increasing Fiscal Literacy, Blind Spot 3: Storing Money Efficiently, Uncategorized | Tagged , , , , , , , , , , , , , | Leave a comment