Wisdom on Wealth Columns

Four Surprising Ways to Pay For All That Holiday Shopping

Let me guess…you haven’t even gotten your credit card statement, but you already know it’s going to be ENORMOUS. And you’d like some ideas for finding some extra cash to pay the proverbial piper. I have some ideas. Try looking in your banking app, your desk drawer, at your pay stub, and even in your […]

The True Cost of That New House

You found a house!  It’s newer, nicer, bigger. It sits on a hill…at the end of a quiet street…in a great neighborhood. You haven’t gone so far as to measure for drapes. But you have imagined yourself relaxing on the back porch, enjoying a chilled beverage while watching a summer sunset. Given today’s interest rates, […]

A Better Way to Think About Funding Your Kids’ Education

Mark Gungor is a popular marriage conference speaker.  In one humorous presentation, he explains the different ways men and women think. Women, Gungor contends, think in a very global, integrated, complex way. Their thoughts and feelings constantly interact together. Men, on the other hand, are much simpler. According to Gungor, we males think in separate […]

Three Ways to Escape the Comparison Trap

Does this scenario ring a bell? You have an old friend from college, or maybe a sibling. They’re well off financially—and their luxurious lifestyle—house, cars, vacations, hobbies, etc.—screams it. Next to them, your income is meager, and your lifestyle is decidedly middle class. You try not to compare, but it’s tough not to notice all […]

Have You Met Your Future Self?

I overhead a young person say, “This whole ‘financial planning thing’ seems so…far off. Like, it’s for this person I haven’t even become yet. Part of me thinks, just do it. Start being financially responsible. But another part of me says, ‘Relax! There’ll be time for that later. You’re not even dating anyone! You’re only […]

About Those Great “Rewards” Cards

With inflation lingering like a chronic cold, everyone is looking for ways to stretch their dollars.  Credit card companies know this. That’s why we constantly get all those offers for “rewards cards.” Use card X and get airline points…card Y and get “free” hotel stays…card Z and get cash back. You’d be nuts not to […]

Download One of Our Free Guides

FinancialQuestions2021

The 3 Financial Questions You Should Be Asking for 2021

There are countless financial questions you need to wrestle with. None, however, are more important than the three contained in this guide.

Priorities

Priorities

The Key to Discovering, Designing, and Deploying Your Real Life Financial Plan

This free 18-page digital guide will give you step-by-step instructions on how to develop a life-long personal financial plan to give you the freedom to achieve your goals.

DebtFreedom

Debt Freedom

You Can Be Debt Free!

What if we could show you how to get out of debt in nine years or less, including your mortgage?

InvestingBasics2

Investing Basics

How to Build an Investment Strategy

Like every good plan, there is a process involved in developing your investment strategy.

Are You Ready to Get Started?

Schedule a complimentary “Goals and Needs” session with us to learn how financial planning can change your life for the better.

Invalid Email
Invalid Number
Please check the captcha to verify you are not a robot.
Scroll to Top
Speak with an Advisor