It’s not as easy as advertised. Some traditional financial industry marketing may have you feeling like your retirement will be a failure if you don’t spend it sunning yourself on a beach or sailing around the Caribbean. Possibly your retirement will be spent working part-time in a new and interesting career, taking care of your grandkids, traveling the world, or staying closer to home and pursuing your hobbies. Planning ahead to figure out what you want to do once “9 … Read the whole post...
You can’t manage what you don’t measure. This is true for any metric you have control over: in business, the weight on the scale, and of course in your personal finances. If you don’t know how much those $6 lattes or $9 pints add up to on a monthly basis you have no idea, and no sense of control, over how much of your income is being spent on these small expenditures. Tracking is easy with a budgeting app, and … Read the whole post...
We’re here to help you figure it out! We develop monthly cash flow plans for clients and make tweaks as needed. It’s the first step to developing a realistic long-term financial plan.
