Steps for Staying Stable with Sudden Wealth
There’s no right answer to what to do with sudden wealth, but here are some steps to put you in a better position to make smart decisions.
top of page
Schedule A Meeting
Search
- Apr 20
- 4 min
Helpful Budgeting Hack: How to Apply the 50/30/20 Rule
With the simple budgeting method known as the 50/30/20 rule, you can do just that — and take control of your financial future.
- Mar 2
- 5 min
Investing was Awful in 2022 — But Here are 4 Things We Learned
Investors learn more about themselves during a bear market than a bull market — here's what we learned from 2022's awful financial market.
- Jan 21
- 6 min
Guide to Real Estate Syndication Investing: 7 Tips for Beginners
Syndication investing is a great way to earn extra income without the hands-on landlord role. Here are tips for getting started.
- Oct 19, 2022
- 5 min
Rules for Renting Your Vacation Home
It can be extremely rewarding to turn your vacation home into a steady stream of revenue – you just have to know the rules.
- Aug 18, 2022
- 5 min
Emergency Funds: Why They’re So Important Right Now & How to Start One
Between rising costs and record inflation, an emergency fund is more important than ever. Here are tips on how to save in today's climate.
- Jun 13, 2022
- 5 min
8 Financial Ratios for Property Investors
Before becoming a landlord, you have to understand all the finances that come along with it. Here are 7 important financial ratios to know.
- May 12, 2022
- 4 min
How to Avoid Debt and the Estimated Tax Payment Trap
1099 contractors and small business owners are often victim to the The estimated tax trap. Here's how you can avoid it.
- Apr 22, 2022
- 4 min
4 Barriers to Building Wealth that a Financial Advisor Can Help You Avoid
There are four common mistakes that can bar you from the wealthy future you want. Find out how a financial advisor can help with each.
- Mar 23, 2022
- 6 min
10 Things to Do Before You Put Your Rental Home on the Market
There are many moving parts that will affect the success of your rent property and, ultimately, the profit off your investment. Check out ou
- Feb 21, 2022
- 5 min
Taxes 2022: Your Guide to Filing & a Fast Refund
Being organized and preparing early is more important than ever this tax season. Here’s everything you need to know about filing in 2022.
- Jan 19, 2022
- 4 min
Should You Save Your Money or Invest It This Year?
Check out the pros and cons of both saving and investing so you can make more informed decisions as to where to put your money this year.
- Dec 6, 2021
- 5 min
6 Year-End Tax Planning Tips to Help You Save in 2021
As you start your year-end tax planning, use these six tips to help you maximize your deductions and reduce your exposure to future taxes.
- May 23, 2021
- 3 min
Three Simple Steps to Control Your Debt
No one likes that feeling of being indebted to someone else — especially when it comes to money. When you’re in debt, it can feel like...
- Apr 22, 2021
- 2 min
Top 4 Wealth Creating Books
I enjoy reading financial books but most people can't say the same. There are a plethora of financial books you can choose from.
- Mar 11, 2021
- 2 min
Is It Time for a Roth?
There are all kinds of retirement accounts but one that has been building steam since 1998, with no signs of stopping, a Roth IRA.
- Feb 22, 2021
- 1 min
Pay Your Future Self FIRST!
All of us work and work very hard to have those things we cherish most. As you move up the income scale, pay your future self first...
bottom of page