XY Planning Network published an article this week titled Can Money Buy Happiness? Maybe Says Elizabeth Dunn which made me think of a couple of similar conversations that I had this week. One of those conversations was with a friend who is my age and one was with a gentleman at the gym who I talk to most days of the week and who is about my father’s age.
Goals
The 35-Year-Old with Almost 3X Salary Saved
3 minute read
In my opinion, there’s a lot to be said for living a simple life. I see a lot of value in a life where you don’t feel the need to get caught up in all of the latest trends, to compare yourself to others, or to spend money to impress others.
Apparently young people don’t want to hear about saving for retirement
3 minute read
Last week, Alessandra Malito published an article for MarketWatch titled Money Milestones: This is how your finances should look in your 30s which caused an uproar among millennials on Twitter.
What’s The Riskiest Asset Class?
2 minute read
My colleague, Tim Woodward, once brought up a point to me that has stuck ever since:
Did you receive a large tax refund (or owe a large amount of tax) in 2017?
2 minute read
Some people see a tax refund as “free money” or a “bonus” while the reality is that this is your money that you have essentially been lending to the IRS as an interest-free loan.
Make Saving Easy
< 1 minute read
If you’re not good at saving, try making it as easy on yourself as possible.
How I Created my Financial Foundation
< 1 minute read
When I graduated college, I knew I wanted to live close to work but I didn’t have anyone to live with.
Is Buying a New Home Built Into Your Long-Term Goals?
< 1 minute read
One of the most important aspects of the job of a financial planner is to help people manage their emotions and stick to their long-term goals.
Young Professionals – Think About Your Retirement Savings
< 1 minute read
Some inspiration from my colleague and friend, Jared Defore, for this message. Give him a follow on Twitter for more financial tips.
Telling Friends “No”
< 1 minute read
One of the hardest parts about being intentional with your money and trying to be financially wise is having to tell others “no”.
