Tag Archives: financial future

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

Posted in Blind Spot 3: Storing Money Efficiently, Uncategorized | Tagged , , , , , , , , , , , | Leave a comment

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

Posted in Blind Spot 1: Developing a Plan, Uncategorized | Tagged , , , , , , , | Leave a comment

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

Posted in Blind Spot 2: Increasing Fiscal Literacy, Uncategorized | Tagged , , , , , , , , | Leave a comment

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 , , , , , , , , , , , , , , , | Leave a comment

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

Posted in Blind Spot 1: Developing a Plan, Uncategorized | Tagged , , , , , | Leave a comment

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

Posted in Blind Spot 1: Developing a Plan, Blind Spot 3: Storing Money Efficiently | Tagged , , , , , , , , , , | Leave a comment

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

Liquidity versus Home Equity

When learning how to apply financial planning concepts to the world of real estate and mortgages, there can be a bit of a learning curve.  But once grasped, a homeowner can feel extremely empowered and confident in the decisions they … Continue reading

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

Finishing 2015 Financially Strong

We are in the fourth quarter!  In less than two short months we will be welcoming in 2016 and setting those ever popular New Year’s Resolutions.  For many people, money is at the heart of these annual goals, since many … Continue reading

Posted in Blind Spot 1: Developing a Plan, Blind Spot 3: Storing Money Efficiently | Tagged , , , , , , , , , , | Leave a comment

Kids and Money: What is Your Child’s Financial Personality Type?

Is your child a saver or a spender?  One of our most important missions as a company is to help our clients improve their financial literacy.  By helping you make smarter decisions with your money, even beyond the mortgage, we get … Continue reading

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