A Conversation About Your Financial Future

Meeting a new financial advisor for the first time can feel a bit daunting. What should you say? How much should you share? And perhaps most importantly, what should you expect from the meeting?

There are generally two ways to approach your relationship with a new advisor.

Approach One: Hand over all your financial details and hope the advisor reassures you that everything’s fine, with only a few small tweaks needed.

Approach Two: Be open to a deeper review, where the advisor identifies areas that require real change. While this approach can feel challenging, it’s often the one that delivers...

Habits That Build Wealth

What’s the secret to building and maintaining wealth? For the rich, it’s not just about earning a high income–it’s about the habits they cultivate. These strategies don’t just help them grow their wealth; they also ensure it lasts for generations. Start today and take more control of your financial future.

Lesson 1: Live Below Your Means

One of the most important habits of the wealthy is living below their means. Take Warren Buffett as an example. Despite being a billionaire, he refuses to spend more than $15,000 on a car, reasoning that the money saved can earn far greater returns when invested. To him, a car is simply a way to get from point A to point B.

Buffett also lives in the same modest Omaha, Nebraska, home he purchased in 1958 for $31,500. Rather than upgrading to a mansion, he chose...

How NOT to Plan Your Estate: A Cautionary Tale

Let’s face it–your death will create challenges for your loved ones. These challenges will fall into three main categories: emotional, legal, and financial. The good news? You have the power to minimize these issues. The bad news? If you want to make things worse, you can follow the "how not to" approach outlined below.

Of course, this is tongue-in-cheek, but let’s explore what not to do when planning your estate.

Emotional Turmoil: A Recipe for Chaos

Want to cause extra emotional turmoil after your death? It’s easy! Start by leaving your affairs in total disarray. Don’t bother making a will, or better yet, hide it so no one can find it. Add a touch of intrigue by opening secret bank accounts and investments that no one knows about...