James Brewer
The Power of Compound Interest One of the most compelling reasons to start investing early is the power of compound interest. Compound interest is the interest earned on the initial investment as well as on the accumulated interest. In other words, when you invest, your money can grow exponentially over time. To illustrate this point,…
James Brewer
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…
Sarah Grillo
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…
Here is my case about why an investment fiduciary advisor will not always meet your best interests. The meaning of fiduciary is a little more complicated than asking this simple question, “Are you a fiduciary?” I understand why someone would ask that question! But the meaning of fiduciary is a little more complicated than that…
James Brewer
Values based financial planning is about pursuing financial goals based on your values. Unfortunately, way too many people just do not take the time to sort out what matters to them! Believe it or not, what most people get when it comes to creating the traditional financial plan is someone else’s idea of what your values…
James Brewer
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.…
James Brewer
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…
James Brewer
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…
James Brewer
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…
James Brewer
What’s your definition of having greater financial independence? I believe we should retire the word retirement and use financial independence instead. When you hear retirement, do you think of things like not working, receiving Social Security, and the like? You aren’t alone. Some people believe financial independence means a money windfall, like winning the lottery.…
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