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Tag Archives: 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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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
Stop Being Busy and Be Present
If you are familiar with even some business development concepts, you may have heard people discuss the difference between being busy and being productive. It can be described as doing lots of things versus doing fewer of the right things. … 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
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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What Was 2015 All About?
What Was 2015 All About? If you had to sum up your year, what words would you use to describe 2015? And how will you use what you learned in 2015 to make 2016 even better? For me, the first … Continue reading
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
What Books Will You Read in 2016?
For many years I have based personal and business decisions on this philosophy: “Who you are ten years from now will be a result of the books you read and the people you spend time with.” This quote is an … Continue reading
Posted in Leadership, Uncategorized
Tagged developing a plan, Leadership, learn to lead, read more, success, successful people
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