Having a strategy to protect your assets is essential to long term financial success. You’ve worked hard to build your nest egg. But what if a life event caused you to deplete your savings so you could no longer afford to live how you wanted? "Erick, we did it! We’re DONE!” My clients were nearing [...]
Before you start searching for a home, understand how much money you’ll really need. Home ownership has several advantages over renting, including lower monthly payments, deductible mortgage interest, and the accumulation of equity. But there is a definite price to pay for these benefits, including the expenses we detail here. The biggest spend is [...]
Did You Tell Your Money What to Do? Learn how to spend your money with intention with a Spending Plan. Couples are made up of a saver…and a spender. Which one are you? The saver LOVES the idea of a budget. The spender calls them a party-pooper. The spender hates the idea of a [...]
