The Financial Planning Process: How to Mastermind Your Retirement
The financial planning process is all about planning for your retirement very far in advance. You need to think of retirement as a destination. I like to call it “The…
How to Make Your Money Work for You: 7 Modern Methods for Investing in “The Market”
You work hard for your money, but do you know how to make your money work for you? No one wants to work until they die, right? If you feel…
How to Incorporate Yourself to Save Taxes (and Protect Your Assets)
So you are a freelancer or independent contractor and you want to know how to incorporate yourself. Smart. My feeling is that If you are self-employed in this way, you're…
What is Asset Protection Planning (and How Do You Achieve It)?
What do we mean when we say "Asset Protection Planning"? To answer that, we first need to understand to what “assets” we are actually referring. Over the course of your…
The 5 Critical Components of Real Estate Investing Returns
Real estate investing is a big piece of my financial pie. The way I think about real estate investing in the same way I think about public markets investing...I look…
What is the Difference Between Term and Whole Life Insurance?
Are you thinking about buying life insurance, but don't know where to start? Here's a money saving tip: get it while you're still young(er) and healthy! Now, let's look at…
Real Estate Strategy 101: Learn the Basics, the Lingo, and the Opportunities
Investing in real estate is well-known as one of the most effective ways to increase your wealth. It also can have the added benefit of generating passive income, which allows you to…
Big Picture Investing: Why You Need to Get in the Game Now!
If you have been poking around my blog, you’ve probably figured out that my ultimate goal is to help you reach some version of "financial independence" (or even just plain…
Personal Itemized Budget Categories & How You Wrangle Them with My Budget Template
Do you want to maximize your income and invest your savings in order to increase your net worth and maybe even retire early? Well then, it all starts with a…
Turnkey Real Estate Investing: What a First-Timer Should Know Before They Buy
Hey there. So you’re wondering about turnkey real estate investing? Well, a fully turnkey property can be an easy entry into real estate investing for a first-timer. But there are…
Renting vs Owning: Why You Need to Own the Real Estate You Live In (of Which You Will Be the World’s Best Renter!)
Are you pondering the very often debated topic of renting vs owning a home? Well apparently so are a lot of people these days. I don't know about you, but…
Solo 401k vs SEP IRA: A Comparing For the Self-Employed
Self-employment can offer an excellent work-life balance, as well as other freedoms and lifestyle benefits! Hahaha...wasn't that funny. Seriously though, self-employment will likely be the cause of you working 80…
Early Financial Independence: Living Your Life in 4 Acts (Not Just the 3 You’ve Been Told About)!
You're probably living your life in "3 Acts"---so were we. (This may sound a bit esoteric right now, but just bear with me.) When we finally realized that life was…
You Need to Do Your Personal Bookkeeping (Like a Business)…and You Hate It…Now What?!?
There just isn't any way around it. No matter how you earn, invest, slice, dice and spend your money, one financial fundamental will hold true: you have to do personal…