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How To Balance Personal Financial Planning With Owning A Business
Understanding Privately Held Stock And How It Impacts Your Portfolio
This article discusses some important considerations for people who currently own or are considering buying into stocks of a privately held company.
Things To Consider When Leveraging Real Estate To Build Wealth
This article discusses how housing debt can be used to both create and destroy wealth and things one should consider with leveraging real estate.
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.