Develop Financial Character

Becoming Satisfied: Owning and Renting Real Estate

Have you ever met someone that owns multiple houses? Did you assume they were wealthy before they got the properties, or wonder if that’s how they became wealthy?

Becoming Investment Savvy: Investments 202

This is the follow up to our Investments 101.

Becoming Aware: What is a Fiduciary?

How many people have you seen online talking about money? 5, 10, 100?

Becoming Empowered: Don't get Scammed

Hey everyone! Can you believe it's April!?

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 Efficient: Tax Strategies

What do you think of when you hear the word "taxes"? Some people think it's theft! Some people think they are needed for the US to thrive as a nation, and they think people who make more money should pay the most taxes. From what I've found with our clients, most people think of taxes as a necessary nuisance. 

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.

Becoming: A Cash-Flow Pro

Be honest – when you hear the question below, what is the first answer that pops into your head?

Becoming Celebrated: Estate Planning

We hope you had a happy Martin Luther King Jr day! What a legacy he has. He will forever be remembered for his values and principles. He made a profound impact on the United States and world!