Tag Archives: finances

A Common Tax Question for Homeowners

Tax time is upon us.  Our goal is to help you minimize taxes, and maximize savings, so here is just one of the common questions we hear homeowners asking: Question:  I refinanced my principal home last year and paid points. What … Continue reading

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Maybe

Maybe…a Short Story Once upon the time there was an old farmer who had worked his crops for many years. One day his horse ran away. Upon hearing the news, his neighbors came to visit. “Such bad luck,” they said sympathetically.  “Maybe,” … Continue reading

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Blind Spot #4: Lack of a Wealth Team

Who do you have in your life to help you make important money decisions every month or every year to help you build wealth for your future to enjoy more money less stress and more life? We need a solid … Continue reading

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Blind Spot #3: Storing Money Efficiently

Because we don’t fully understand how money works, we often end up storing it in the wrong places.  As money flows into the household, families are not educated on how to prioritize where their hard-earned money should go.  Pre-pay debt … Continue reading

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The Five Phases to Getting More Done

Whether you are at the office or planning next weekend’s birthday party, the fact is you can be considered a “Project Manager” in nearly every aspect of your life. So it is only fitting we provide a proven system to … Continue reading

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Four Powerful Money Questions to Make 2014 the Best

With only 47 days left in 2013, it is a good idea to start thinking early about what you’d like to accomplish in the New Year to improve your money and personal finances. Here are four “power” questions to consider … Continue reading

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