Budgeting
Regardless of what stage in life you might be in, budgeting is an important aspect of every financial plan. There are many budgeting apps and online budgeting tools on the market today. It can be hard to know which ones you should try, what the benefits of paying for one are, or if you should try to utilize a free tool that works well. Check out these posts to learn more about budgeting.
Your Money and You: Using Wealth to Enhance Learning
In my last blog, we talked about how, as an advice-based planner and a fiduciary, I feel a responsibility to help my clients view money in a positive and beneficial light by using it to enhance their wellness. In the second part of my series, I want to talk about...
Should I Pull Money from My Portfolio to Pay Off My Mortgage?
Many of my clients have considered, at one time or another, the wisdom of paying off their mortgages. It seems like a smart decision, right? After all, you’d be saving all those interest payments and would get to live free and clear in your own home. Unfortunately,...