Category Archives for Financial Planning

Don’t Forget Your Umbrella

Umbrella Liability Insurance

An umbrella can do much more than keep you dry. An umbrella liability insurance policy gives you (and everything you’ve worked for) extra coverage that can help protect you from major claims and lawsuits. What Is An Umbrella Liability Insurance Policy An umbrella insurance policy is extra liability insurance coverage that goes beyond the limits […]

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The Power Of Budgeting-Budgeting Tools

Budgeting Tools You Can Use

Budgeting is a powerful tool that can help you reach your goals and live life to the fullest. Instead if limiting and negative, budgeting is actually empowering and positive. This is the fourth in a series of posts about budgeting and how to use it to get the most from your money and your life. […]

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The Power Of Budgeting-Budgeting Methods

Budgeting is a powerful tool that can help you reach your goals and live life to the fullest. Instead if limiting and negative, budgeting is actually empowering and positive. This is the third in a series of posts about budgeting and how to use it to get the most from your money and your life. […]

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The Power Of Budgeting-Money Awareness

Money awareness

Budgeting is a powerful tool that can help you reach your goals and live life to the fullest. Instead if limiting and negative, budgeting can actually be empowering and positive. This is the second in a series of posts about budgeting and how to use it to get the most from your money and your […]

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The Power Of Budgeting

What do you think of when you hear the word “budgeting”? If it’s something negative, limiting, or painful, continue reading because I’m going to show you the power of budgeting and why budgeting can be positive, empowering, and actually enjoyable! This will be the first of a series of posts about budgeting and how to […]

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The Abundance Mindset-Why You And Your Money Need It

It can be easy, especially when focusing on money, financial planning and retirement, to have scarcity mindset. Instead of scarcity, try abundance. Adopting an abundance mindset will help us live our best life while making the most of our money. Scarcity vs Abundance Two major mindsets that people seem to adopt when it comes to […]

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Money: Just A Tool To Build The Life We Want

When it comes to money and it’s place in our lives, many of us have it all backwards. We focus so much on the money and how we can get more of it that we forget what the money is really for. Money is just a tool we can use to build the life we […]

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Summer Financial Plan Review

Summer Financial Plan Update

  Ah, Summer! Time to kick back, relax on the beach, and enjoy a cold drink. While Summer is the perfect time to take some time off and relax it’s also the perfect time to do a quick financial plan review. What? You don’t have a financial plan? Well, in that case, Summer is a […]

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Discover Your Financial Behaviors To Achieve Financial Success

Financial Behavior Discovery

When it comes to building a plan for financial success it’s important to make sure that you are following a process that helps you live your best life, not just get by. As I wrote about a few weeks ago the first step in any true financial plan should be to get a firm grasp on […]

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You Are The Chief Financial Officer of Your Own Life, Your Financial Planner Is A Consultant

financial planning

When it comes to your money, it’s important to remember that you are the Chief Financial Officer of your own life, not anyone else. It can be easy to outsource this responsibility to a financial advisor, but that is the wrong approach to take. By becoming your own Chief Financial Officer (CFO) you’re taking ownership […]

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