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How to Calculate Your Net Worth!

Retirement

To start things off simple, I’ll give you the problem to solve to figure out your net worth. Assets – Liabilities = Net Worth I’ve shared our investment portfolios before, but that’s really only half the story. Net worth is important to monitor because it gives us a metric we can use over time to […]

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To start things off simple, I’ll give you the problem to solve to figure out your net worth. Assets – Liabilities = Net Worth I’ve shared our investment portfolios before, but that’s really only half the story. Net worth is important to monitor because it gives us a metric we can use over time to […]

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A lot of people find themselves in an annuity by accident, so if it’s happened to you don’t worry! It happens all the time. Some financial advisors earn a commission off of getting you into annuities! Especially if insurance or annuity is their primary thing, they may not be giving you a good idea of […]

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When it comes to your financial freedom, trying to decide between investing or paying off debt can be confusing. To make things a little easier, let me show you how I run the numbers and make the call. Let’s get started! The first step is to write out all your numbers. Make a list that […]

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Today we’ll be reviewing my personal portfolio and seeing how our investments grew $100,000 in just 5 months. We have a combination of accounts that all serve different purposes for us, but they all contribute to our portfolio. A little tip I would like to give you when starting out: Done is better than perfect! […]

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When first starting your journey to six figures, it can seem very intimidating. But today I’ll be sharing 6 steps to take to reach your first $100,000 in investments! This milestone is the hardest to reach, but it gets easier as soon as you reach it! Step #1: Connect To be able to commit to […]

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As a new investor, things can seem overwhelming or like one question always leads to another. Today I want to really explain to you guys just what my course Investing With Confidence covers as well as some things you can hope to learn! I focus on dissolving the confusion around investing with a step by […]

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When it comes time for taxes, it can seem a little intimidating as a new investor. Today I’ll explain just how capital gain taxes work and what you should be looking for. As an investor, you’re responsible for paying taxes when you sell investments that have increased in value since you purchased them. This applies […]

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Today, I’d like to tell you just what you should be asking your financial advisor when getting your account started so there’s less confusion for you down the road.  The most important thing to remember when choosing a financial advisor is: are your needs being met? Does this advisor offer everything you want? Do they […]

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With all the media hype, investing in cryptocurrencies like Dogecoin and Bitcoin can be tempting. We hear so many success stories of people being rich after buying in, but that’s all we hear! Often times, these stories are only possible because the investor got lucky. They bought in at exactly the right time for them […]

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Today I’ll be telling you the start to my investment journey and what mistakes I’ve made so you can avoid them. The Beginning of My Journey When I left my position at Morgan Stanley to work for E*Trade, I had about $5,000 in a 401k that I chose to roll over into an IRA. I […]

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