Don’t Confuse Budgets and Cash Flows
Cash is the lifeblood of your finances. Without it, you would be hard-pressed to pay your debts, cover your living…
/// RECENT POSTS
Don’t Confuse Budgets and Cash Flows
Manage Your Tax Anxiety and File Your Returns with Confidence
Your Playbook: A Healthier Money Relationship
/// TRENDING
Don’t Confuse Budgets and Cash Flows
Cash is the lifeblood of your finances. Without it, you would be hard-pressed to pay your debts, cover your living…
Manage Your Tax Anxiety and File Your Returns with Confidence
Is tax anxiety causing you to wait until the last minute to file your tax returns? If so, then you’re…
Don’t Hold Your Breath: Rates Aren’t Coming Down Anytime Soon
If you’ve been hoping for interest rates to fall this year, I’ve got some bad news for you: borrowing costs…
Time for a Refresher: Don’t Leave Restricted Stock on the Table
Imagine receiving an award from your employer for the value that you bring to the table, but the payout doesn’t…
Is Income a Missing Component to Securing Your Financial Independence?
The old adage, “it’s not about how much you make, but how much you keep…” is often applied to the…
Money Mindset Makeover: Re-writing Limiting Money Scripts
Have you ever made an impulsive big-ticket purchase that you later regretted? Or, maybe you have found yourself making choices…
/// STRATEGY
Manage Your Tax Anxiety and File Your Returns with Confidence
Is tax anxiety causing you to wait until the last minute to file your tax returns? If so, then you’re…
Don’t Hold Your Breath: Rates Aren’t Coming Down Anytime Soon
If you’ve been hoping for interest rates to fall this year, I’ve got some bad news for you: borrowing costs…
Time for a Refresher: Don’t Leave Restricted Stock on the Table
Imagine receiving an award from your employer for the value that you bring to the table, but the payout doesn’t…
Is Income a Missing Component to Securing Your Financial Independence?
The old adage, “it’s not about how much you make, but how much you keep…” is often applied to the…
Money Mindset Makeover: Re-writing Limiting Money Scripts
Have you ever made an impulsive big-ticket purchase that you later regretted? Or, maybe you have found yourself making choices…
Markets in 2023: It’s All About Inflation
To say that 2022 was a disappointing year for investors is an understatement. US stocks gave up more gains to…
/// PRINCIPLES
Don’t Confuse Budgets and Cash Flows
Cash is the lifeblood of your finances. Without it, you would be hard-pressed to pay your debts, cover your living…
Your Playbook: A Healthier Money Relationship
Money alone will not buy you lasting joy. Money alone will not solve many of your most profound relational problems….
Are Your Financial Goals Meaningless?
Most driven individuals on their path to financial independence mastery know that you need goals to get to the next…
Is it Possible: Two Recessions in Two Years?
Two recessions in two years. Is it possible? Well, calls for a U.S. recession have been on the rise recently…
Four Ways to Set Your Retirement on FIRE
Retiring early is an aspiration that many individuals can get excited about. Vicki Robin and Joe Dominguez, in their best-selling…
The Executive Way: Treat Your Career Like a Sport
When thinking about your career, it might seem odd to make comparisons to a sport. But when you zoom out…
“The difference between an expert and master is that the former accumulates knowledge while the latter applies it to move their life forward.”
/// MINDSET
Money Mindset Makeover: Re-writing Limiting Money Scripts
Have you ever made an impulsive big-ticket purchase that you later regretted? Or, maybe you have found yourself making choices…
Crush Your Financial Resolutions by Becoming Rather than Doing
Who doesn’t like a fresh start? The beauty of New Year’s Resolutions is that we all have an opportunity to…
How to Avoid Financial Stress During the Holidays
Depending on who you ask, the holidays are either a season full of celebration and connecting with family and friends,…
From Six Figures and Broke to Financial Independence Master
When Frank began practicing bankruptcy law, his average client earned between $8 to $9 an hour. A decade later, his…
Four Ways to Prepare for Heightened Market Volatility
Many investors know that managing volatility is central to achieving essential financial goals. But how much should you worry about…
Feeling Stuck Financially? Hit the Reset Button.
You’ve been diligent with your money. You’ve amassed sizable savings. Then life knocks on your door – a once-in-a-lifetime opportunity…