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Can a Little Financial Education Calm Your Money Fears?
Unfortunately, our children do not get a financial education while in high school. Those who go on to get a college education will only learn about finance in certain classes they take, and more specifically, through the degrees they earn. Most families don’t talk about money either. Today, most people want to talk about sex…
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Examples of great things ethical financial advisors really like to do!
Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. I’m tired of the nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. I feel…
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Are Millennial Women Spending Enough to Reach Financial Goals?
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), I often hear from millennial women, “But Mr. Brewer I don’t have any money to invest!” But I usually respond with, “Could there be funds available that you just don’t know about?” Let’s examine what might be going on. Credit cards make spending money easy but without making us think much about…
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Why your investing strategy may inadvertently be harming women’s equity!
Are you inadvertently harming women’s equity with your investing strategy? If you are investing to get the returns of the S&P 500 without considering how these investments affect women, then the answer is yes. Of the approximately 5000 stock indexes available in the U.S., the most widely known and followed is the S&P 500. The…
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We Helped Our Client Save Money on Her Student Loan Repayment
You may be one of the many looking for advice for student loan repayment planning. As a matter of fact, we saved our client over $30,000 on her student loan repayments. Like many, she was faced with repaying the cost of pursuing an advanced degree that she pursued in order to achieve an increased income.…
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It’s Financial Wellness Month! Ready to Pursue Your Financial Freedom?
January is Financial Wellness Month. Financial Wellness should be about pursuing the financial freedom you want in your life. Financial wellness has everything to do with your personal relationship with money, and how you feel about that relationship. What does wellness mean? Wellness is an active pursuit, a state of being only achieved through deliberate…
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Happy New Year! How to ensure a powerful financial wellness checkup!
What would a financial wellness check uncover about you in a new year? Many people schedule their health and wellness checkups at the start of the new year. Did you know that January is Financial Wellness Month? Safe to say that we should also apply the thought process around physical health to your financial health…
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Financial Wellness Planning Can Bring Your Dreams and Goals into Focus!
Do you find the idea of basic financial planning too limiting? Financial wellness often makes people think of something more than just a cookie-cutter financial plan. As a matter of fact, financial wellness planning is really about helping people reach their needs and goals. I sometimes refer to financial wellness as dreams-based planning versus means-based…
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What You Can Actually Do to Save on College Costs Today?
Saving for college costs is important. But there’s more to college planning than just saving money. Consider these ideas to help you save on the cost of college. Remember, every dollar that you don’t have to put toward college tuition can be reallocated for other important purposes, such as retirement savings. How to cut college…
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Why You Should Focus on Money Independence and Not Retirement
When would you like to achieve money independence? When would you like to retire? Are these two “goal dates” the same? Let’s examine these two questions. Money independence vs. not having to work Do you ever have days when you feel like you just want to quit your job? What holds you back (on being…
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Recent Posts
- Misunderstood Student Loan Repayment Issues
- The Risks of Delaying Investing: How Procrastination Can Cost You Substantially
- Can a Little Financial Education Calm Your Money Fears?
- Does a Better “Investment Returns Recipe” Actually Matter?
- What is the real key to true sustainable investing?
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