Tag Archives: increasing fiscal literacy

7 Ways to Free Yourself From Debt

These smart and easy strategies can get you back in the black before you know it. One in eight Americans don’t think they’ll ever pay off what they owe, according to a survey by CreditCards.com. But it’s a new year … Continue reading

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Four Powerful Money Questions to Make 2015 the Best

With only a couple of weeks left in the year, it is a good idea to start thinking 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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Creating Your Best Money Year Ever – Parts 2 & 3

Creating Your Best Money Year Ever – Parts Two & Three Last week we reviewed the 3-step path to greater financial success: Your “M” Vision, “M” Goals, and then “M” Habits (“M” short for “Money”). You were instructed to complete … Continue reading

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Creating Your Best Money Year Ever – Part 1

Creating Your Best Money Year Ever – Part One 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. … Continue reading

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The Three Biggest Mistakes Home Buyers Make (and How to Avoid Them)

  In the complex world of residential mortgages, many mistakes are made by home buyers as they try to navigate and understand all of their options. The good news is that many of the mistakes are avoidable with some education … Continue reading

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It’s Time To Review YOUR Debt Elimination Plan!

What’s that you say? — You don’t have a specific plan to know exactly when you’ll be debt free or a strategy to get debt free faster and easier? Here’s the problem… While most homeowners only go through the mortgage “borrowing” process … Continue reading

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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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The BorrowSMART Strategy #2 – Managing Your Cash Flow (Over Time)

How might our managing your mortgage and liabilities help increase your assets over time?  Let’s look at how most families spend their hard earned money. Lifestyle Today vs. Lifestyle Tomorrow Looking at the picture to the right, representing the average … 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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