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Believe it or not, one of the best ways to build wealth is by increasing your physical fitness. A healthy and fit person is better able to enjoy life and is more productive, which directly impacts your financial plan’s success. This week’s post discusses fitness, what it is, and why it’s important to your financial plan.Continue reading
Protecting your digital information is vitally important. The theft of or loss of data due to a disk failure or hack can wreak havoc on your finances and your life. Using strong passwords and employing a data backup strategy can greatly reduce the chances of something bad happening.Continue reading
Welcome to Friday Funday, where we discuss fun ways to enjoy our money. This Friday Funday post is all about the joy of cooking on a salt block. if you are looking for an economical and extremely tasty way to prepare your food, cooking with a salt block is something you strongly consider.Continue reading
Identity theft is a multi-billion dollar enterprise, robbing people of their hard earned savings and wreaking havoc on their lives. One of the best ways to combat this threat is by giving the ID thieves the “cold shoulder” by placing a freeze on your confidential credit report files.Continue reading
Adding more life to our living can take many forms. It could be finally getting the car of your dreams or spending more time with family. The key is to find something you are passionate about, build a plan to achieve it and have fun!Continue reading
While money is important it is not a prerequisite to having a happy life. But, a good financial plan can help you make the most of your money and provide you with the means to live your life in the manner you choose. My main objective as a financial planner is to help people live the life of their dreams, whatever those dreams may be.Continue reading
All financial plans are built using a process but the ultimate success of a plan is usually determined by the philosophy behind the planning. I think it’s important that clients know the financial planning philosophy I use so that they can make an informed choice about the best planner for them.Continue reading
We all make decisions about our money every day. Most of these decisions are fine but there are lots of decisions we make that aren’t so good. Here are 3 common mistakes that you don’t want to make when dealing with your money. Each of these mistakes can derail you from achieving your financial goals.Continue reading
The language the financial planning industry uses has an often well-deserved reputation of being difficult to understand, even downright confusing. This creates confusion and reduces the chances of success. There’s a better way to plan and that’s by using a client-first, collaborative process and explaining everything in plain English, not “plannerspeak”.Continue reading
Believe it or not, financial planning and gardening are very similar. The process of planting, growing and harvesting your garden teaches you valuable financial planning lessons that you can use to build and grow your own, successful, financial garden.Continue reading