I’m sure we have all made mistakes at some point when it comes to our finances. I like to tell everyone I’ve tried everything that you shouldn’t do when it comes to managing money. Hey, the truth is the truth. When it comes to debt, there are a few mistakes that can really limit your…
Want to Achieve Your Money Goals? Obviously, you do, we all strive to achieve our money goals. The question is- why is it so hard to achieve our money goals? One of the issues is, people prolong getting started by waiting until a date on the calendar (typically January 1st) to “officially start”. There really…
According to a recent survey 70% of families lose their wealth by the 2nd generation and an astounding 90% lose it by the 3rd generation. Generally wealth is lost because the current generation hasn’t prepared the next generation to manage finances and they’ve kept them in the dark about their financial status. If you think…
It’s my favorite time of year! Where people are frantically searching for the PERFECT holiday gift. I enjoy being out and about enjoying the holiday festivities but what I most enjoy about the holiday season is time spent with family. For many years I would shop until I dropped, spending in some years waaayyyy over…
What would you do with a financial windfall? For clarification, by windfall I mean any unexpected money like a tax refund, bonus from work, inheritance or lottery. Would you splurge and treat yourself to something you’ve always wanted? Or would you put yourself in a better place financially? (Answer truthfully.) Your first impulse may be…
As we move towards 2017 it is important to start establishing or updating your routines now. Routines help to keep us on track and balanced. We probably all have some of the more standard routines–morning and night routine, a meal time routine and perhaps even an exercise routine. But do you have a routine for…
Family Legacy – What Is Your Goal?
What does family legacy mean to you? It is defined as something that is handed down through the family from previous generations to keep the family traditions alive and help move the family forward. There are different types of legacy including monetary, reputation, accomplishments, beliefs, and actions just to name a few. Have you started…
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