April is financial literacy month and it couldn’t arrive at a better time. Given our current circumstances and being hunkered-down at home, its natural for your financials to receive less attention than they deserve. There are several steps, outlined below, that may...
In our previous posts, we’ve discussed the value of giving your dollars a job description, thinking about timing and first use, and the difference between risk and volatility. Currently, we’re witnessing extreme volatility and price movements in equity investments. ...
As we discussed last time, purchasing power (and the ability for your money to keep pace with a rising cost of life) is truly at the heart of strategic planning for yourself and your family. I discussed the difficulties that target date funds present (by design) by...
We’ve discussed the value of having a job description assigned to each of your accounts. Once this process is completed, you may begin assembling your balance sheet. Your balance sheet should list all accounts as well as items which you own and owe. Assets you own...