Develop Financial Character

Becoming Wealthy: Wealth Formulation

 

Becoming Investment Savvy: Investments 202

This is the follow up to our Investments 101.

Becoming Adaptable: Job Changes and Group Benefits

It's so hard to make a move towards a new job! Of course we're always looking for a higher salary but there are so many other factors to consider when looking to make job and life changes. Here are a few of the things we see our clients deal with.

Becoming Dynamic: How a ROTH IRA Works

Last time we talked all about the IRA aka the "Eye-Ra." The good news is that most of the limits and terminology still applies to the ROTH IRA, but I wanted to cover a few of the small differences.

Becoming Noteworthy: Profit First Planning

Hey business owners! This one is for you!

Becoming Investment Savvy: Investments 101

One of the most frequent questions I hear is "How do I start investing?"

Becoming Fulfilled: Major Purchase Planning

A major part of our lives is striving towards fulfillment. Some would argue that is what life is about. Self-actualization and attaining one's highest potential. In the US, much of our lives revolve around major milestones that cost a significant amount of money. Typically they are financed or leveraged because we don't [...]

Becoming a Doer: Money & Procrastination

The word procrastinate comes from Latin word Pro {Forward} + Crastinus {Belonging to Tomorrow}. So, when we say we have trouble procrastinating it means that we tell ourselves that we'll do it tomorrow or some other magical time when we have the time, energy, or money. When it comes to money and financial planning, I've [...]

Becoming Empowered: Building a Realistic Budget - The Flex | Flow Way

 

Becoming One: Money and Relationships

Money is one of those things we don't like to talk about. People can feel embarrassed or ashamed because they feel like they don't have enough, or because they don't know enough about it. One of the biggest issues with money is with intimate relationships. We've all heard that money is the number one reason for divorce.