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How To Build Generational Wealth In 6 Steps
Many families have a complicated relationship with money. This can lead to money being a taboo topic. If you want to foster a healthy relationship with money in the next generation of your family, it’s important to embrace the topic of money, provide lessons, and share your experience.
Financial Prenuptial Considerations When You’re Getting Married In California
If you’re getting married for the first time, you may have some debt, some assets, and some ideas about how you want your life to go. Your prospective spouse may have the same. Given these realities, it’s helpful to understand prenuptial agreements, where they are valuable and some major financial considerations in setting up the agreement.
7 Mistakes To Avoid While Trying To Invest In Indexes
If you’ve consumed any financial media, you might have heard the terms indexing, or index investing, come up. Despite how frequently they are used, I have found that very few people understand what the terms mean. For starters, you can’t invest directly in an index.
This is a discussion about the rise of index funds, seven common errors I see investors make, and some considerations to select an effective portfolio.
Why It’s Okay To Rent Forever: Part 1
What do you think about when you picture the American Dream? For many, it includes marriage, kids, and buying a home with a white picket fence. But, not all of those elements are required for happiness or financial stability.
5 Financial Factors To Consider When Moving To A New State
In the last few years, I’ve noticed more people moving to different states than ever before. Their reasons vary, from cost of living, to taxes, to job opportunities, to retirement, to just needing a change of scenery. No matter what the reason for the move, there can be some serious financial implications.
MY BOOK
I seek to make personal financial planning less scary.
This book provides a simple guide for working through life's biggest financial questions facing couples in their 20s, 30s, and early 40s today. It starts with goals-based planning around topics including retirement planning, education planning, and major purchase planning. It then walks through some basics of investment management, options for how to invest, behavioral finance, and pitfalls to avoid. Lastly, it discusses risk management and insurance.
If you are not sure where to start, this book may provide some clarity.