Holidays on a Budget
I was hoping to get you this letter before you started your Christmas shopping but I didn't want to interrupt a turkey dinner.Christmas...
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brad06154
- Nov 3
- 3 min
Investing
The topic too many people want to leap to before they have a stable financial foundation. 80% of Millionaires claim they gained their...
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brad06154
- Nov 3
- 2 min
Find a Financial Advisor
You’ve conquered your budget, you’ve conquered your debt, and now – It’s time to begin investing. The simplest step is to put 15% of...
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brad06154
- Nov 3
- 2 min
What is a Sinking Fund?
What is a sinking fund? A sinking fund is a savings fund with a specific purpose, and often a specific date associated with it. Let’s...
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brad06154
- Oct 16
- 2 min
Contentment and Money
About 3 months into keeping a budget you may tire of “sacrificing”. Go out to eat tonight? Nope, not in the budget. Clothes Shopping? ...
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brad06154
- Oct 16
- 1 min
Why is the bank building bigger than my house?
Have you ever noticed that financial institutions have multi-story office buildings and you live in a home that is much, much smaller?...
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brad06154
- Oct 16
- 3 min
Insurance Strategy
It’s funny how much insurance you can buy if you try. You can insure your car, home and life – as well as your cell phone, appliances,...
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brad06154
- Oct 16
- 2 min
What is a Roth Conversion and do I want one?
There are many types of retirement accounts. Two of the most popular ones are the Traditional 401k and Roth Retirement Account. The...
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brad06154
- Sep 18
- 2 min
Getting rid of PMI
You may have the opportunity to save hundreds of dollars every month by eliminating PMI from your mortgage. Do you own your home? Have...
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brad06154
- Sep 18
- 2 min
What to do with extra money
Tax Refund, Bonus or big commission? When you get some extra money it can be really exciting. What do I want to do with this? Go...
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brad06154
- Aug 30
- 1 min
What to do when you lose your job.
A lot of folks are losing their jobs, or at least some of their income. Here's a brief list of things to consider if this happens to you:...
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brad06154
- Aug 30
- 1 min
Want more money? Dream in Technicolor.
People that dream about the future succeed with their money and savings more often than those who do not. Why is that? Because they...
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brad06154
- Aug 10
- 2 min
Living on a Cash Basis
What does that even mean? It means “If you don’t have the money in your checking account to buy it, don’t buy it”. The companies that...
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brad06154
- Jul 31
- 2 min
Get out of Debt
Debt is an anchor. It prevents you from living the life you were intended to live. It makes you a slave to your debtors, and to your...
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brad06154
- Jul 31
- 1 min
Marriage and Money
Managed correctly, money can be a helpful resource. Managed incorrectly, it can be the source of a lot of friction. When you first got...
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brad06154
- Jul 24
- 2 min
Succeeding with a Budget
In my last update we talked about creating a budget for the first time. After the first month or two, it is time to up your budget game a...
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brad06154
- Jul 24
- 2 min
Getting Started with a Budget
Getting control of your income is probably the single most important thing you can do to ensure financial success. A budget is a tool...
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brad06154
- Jul 19
- 1 min
Winning with Money
This is Brad –Financial Coach. If you have addressed your money management and are happy with your financial situation - good for you. ...
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brad06154
- May 29, 2022
- 2 min
Legal Documents that Give You Peace of Mind
Do you have a stack of important documents that tell your loved one's what to do if you die or are incapacitated? If not, I suggest...
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brad06154
- Apr 19, 2022
- 2 min
Tax Season is Over: Are you reeling from the bill?
Tax Season is over: Some are now waiting on a refund; others are reeling from the bill. The least fortunate filed an extension and...
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