Goals

How to Stretch Your Dollars in the Face of Inflation

How to Stretch Your Dollars in the Face of Inflation

Inflation reached a 40-year high in the United States in 2022 and we are still feeling the effects in October 2023. The year-to-date inflation rate in the United States was 5.9% through August 2023. That's almost double what inflation averages historically.

Managing your money is an ongoing journey with various stages throughout your life. By empowering yourself with knowledge, you've taken a crucial step. Now, take action and prioritize your financial well-being.

How to Achieve Your Goals

How to Achieve Your Goals

The beginning of the year is that time where we tend to feel refreshed and I take time to looking at my goals through this eager lens as a means for me to stay focused and continue to move forward. In addition to reviewing my already established goals, I take some time to write down anything that is not on my list. Studies show that we are 42% more likely to achieve our goals if we write them down. In addition to that, one of my favorite passages in the Bible is Habakkuk 2:2-3.

Using IRAs as Part of Your Tax Planning Strategy

Using IRAs as Part of Your Tax Planning Strategy

We aim to share strategies that are designed to help individuals increase their net worth, increase the value of their estate, and ultimately build generational wealth. Achieving any goal starts with a plan and tackling it strategically. Our financial goals are no different. Tax planning is one aspect of personal finance that we need to keep in mind on the way to hitting our targets. 

2018 Planning: 7 Tips to Help Yield the Results You Desire

2018 Planning: 7 Tips to Help Yield the Results You Desire

I'm going to FinCon18! FinCon is where money nerds like myself go to become even better money nerds and better business people... #iLoveMyNerdStatus

Where can you invest to yield the results that you want? This is a conversation about how we invest our resources. Money, time and energy are resources. This is a conversation about opportunity costs. Investing in some things require that you forego other things. This is a conversation about business (planning and sustainability). 

I share this story because you are in the business of you and it’s your responsibility to be successful along your journey.

Here are 7 tips to help yield the results you desire while on your journey to success.