As we approach the holidays and the end of the year, it is important to talk about your finances. Jason Trueman a portfolio manager talks about how to have a holistic approach to household finances and to buy a good mattress. A holistic approach to …
A financial plan is a road map to achieving your financial goals. We all have financial goals. It could be for a vacation, purchasing a home, children’s education, or retirement. A financial plan looks at where you are at the present and what you want …
Financial Advisor, Financial Consultant, Financial Planner, Wealth Advisor or a Peddler In 2019 just before COVID hit I was attending a financial seminar in a mall. The first booth had a bunch of firemen who worked three days on three days off and were selling …
Money and holidays go hand in hand. There is so much to do. You have to buy gifts, visits family and friends, bring stuff to each of those visits. If one is not careful, the bills can pile up and January can become a scary …
A household budget is a finance plan that allocates future personal income towards expenses, savings, and debt repayment. Welcome to my series, How To Use Money To Make You Happier. In the introduction section, I gave some stats and mentioned a few reasons for starting …
How to make SMART financial goals. Welcome to my series, How To Use Money To Make You Happier. In the introduction section, I gave some stats and mentioned a few reasons for starting this series. I am going to break this series into a couple …