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How to Get Your Finances in Order!

Retirement

Starting your journey to financial freedom can seem intimidating, so today I’m going to give you five tips on how you can get your finances in order. First of all, find your why. Why is it so important to you that you get your finances straight? Take a moment and write it out to look […]

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Starting your journey to financial freedom can seem intimidating, so today I’m going to give you five tips on how you can get your finances in order. First of all, find your why. Why is it so important to you that you get your finances straight? Take a moment and write it out to look […]

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When starting your investment journey, picking where to invest in index funds is important. The two firms we will be talking about today, Fidelity and Vanguard, have a few key differences. When looking at what they each offer, pay attention to fees and performances. I like to compare funds side by side so you can […]

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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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