I’ve written a fair bit about planning, investing, and good financial behavior for mom and dad, but what about the kids? Here’s a list of ideas to share with your kids in an effort to grow their knowledge on the topic of money and investing. Pay your kids an...
Back to Blog
Who’s benefiting the most working from home?
I don’t know about you, but I believe our pets are truly benefiting the most from all our social distancing. We’re all at home doing our best to balance our lives, keep our kids engaged in some form of learning, and attempt to be moderately productive with our work. ...
How Equities Support Your Plan
We’ve covered the need for cash as part of your plan and providing your accounts a job description. Cash reserves and short term purchases should be accounted for before investing in equities. So what are equities? Equities are companies run by really smart women and...
Why Cash Matters in Your Plan?
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. ...
Cashflow Drives Everything
We’ve discussed the importance of creating a written plan and how that may allow you to quantify what “enough” means to you. In order to create your unique and personal written plan, it’s necessary to have clarity on the items for which you own and owe. Your balance...
Why Your Balance Sheet is Important
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...



