Budgeting is not hard, financial discipline is hard. Many people think that budgeting is hard to do. The actual process of a budget is simple. You look at how much is coming in and what is … [Read more...]
The 5-Minute Guide to Retirement Plans for Busy Entrepreneurs
The 5-Minute Guide to Retirement Plans for Busy Entrepreneurs
This is the beginning of a series of 5-minute guides for busy entrepreneurs that help give a high-level view of important financial planning concepts for their family's finances. Successful … [Read more...]
Debunking 6 Common Financial Advisor Myths
Debunking 6 Common Financial Advisor Myths
There seem to be myths in every profession. One great example, not related to financial planning, is entrepreneurs. Entrepreneurs are surrounded by myths. A few are once you start a business … [Read more...]
How to Create a my Social Security Account
How to Create a my Social Security Account
What is a my Social Security Account? My Social Security is a personal account where individuals can view their Social Security Statement online. The account gives you access to a benefits … [Read more...]
16 Ways to Save for a Home Down Payment FAST in the North Bay
16 Ways to Save for a Home Down Payment FAST in the North Bay
Saving for a downpayment on a home, especially in the San Francisco Bay Area can require careful planning, creativity, and patience. Data from Realtor.com indicated that in January of 2022, the … [Read more...]
How to Determine Your Family’s Life & Financial Goals
How to Determine Your Family’s Life & Financial Goals
Setting goals helps trigger new behaviors, helps guide your focus and helps you sustain that momentum in life. Leslie Riopel We define a goal as: “A future dream or desired result that a person … [Read more...]