Posts in Foundation
When to Hire a Money Coach

If you’re a regular reader of this blog, you are likely familiar with the role of a financial advisor.  In this guest blog post, Melissa Tosetti of The Savvy Life explains the role of a money coach, types of money coaches, and signs that perhaps you should hire one.

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How to Become Financially Free

As we approach the 4th of July (Independence Day for Americans), what does financial independence mean to you?   

Many people think retirement and financial independence are synonymous.  They’re wrong.  

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For Richer or Poorer

We already dissected the vow “in sickness and in health.”  Let us turn to the financial aspect of marriage: for richer, for poorer. Money fights are the second-leading cause of divorce.  Let’s dive into why money is such a heated topic and how to communicate about money more effectively as a married couple.

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In Sickness and In Health

Uttering the words “in health” is simple.  “In sickness” is far more difficult when you must prove yourself with actions, not words.  Sickness is not confined to physical ailments; it can take many forms.

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Leading Well at Home

Are you a leader? I’d argue the answer is YES if you’re a parent, regardless of your title at work. You must know and lead yourself well in order to lead others better. Self-leadership represents the foundation. Wonderful leaders need to assess their strengths and weaknesses, not just for their own success, but also to inspire others to greatness.

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Values as a Foundation for Success

According to Pope Francis in 2015, “the family is the fundamental locus of the covenant between the Church and God’s creation.” As parents, it’s our responsibility to model Christian living for others. Collectively, we can solve some of the world’s biggest problems but must start within our own families.   

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How an abundance mindset fuels growth

Are you a glass-half-full or glass-half-empty kind of person? When you think about the future, do you see limitless opportunities or multiple barriers? Be honest. Depending on your response, you either have an abundance or scarcity mindset.

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2 reasons we used our opportunity fund last year

It’s valuable for each family to have a cash emergency fund that can be tapped for true emergencies – like a car breaking down or furnace repair in winter – but this needn’t be more than a few thousand dollars.  Once you’ve comfortably saved for an unforeseen, short-term emergency, then you can turn your attention to bigger goals.

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4 principals of stewardship

Do you ever struggle with the idea of stewardship? Are you ever concerned about responsibly using the financial resources God has entrusted to you? You most likely struggle because you know Jesus died for our sins, and you want your actions to serve him.  You want to live generously and in alignment with the plan God has for your life.

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Faith vs. fear: which one wins?

As Christians, it’s easy to think about faith through the lens of the first definition.  You either trust in God or you don’t.  But the alternate definition offers a new perspective on faith.  Michael Kitces’ recently interviewed Diane MacPhee on the Financial Advisor Success Podcast, and Diane shared this related Indian fable…

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3 ways to be healthy, wealthy and wise

There’s no question that physical, emotional, and financial health are intertwined. Financial concerns may trickle into other life domains: it is common to be more stressed, prone to health issues, and less engaged at work. My role as a CPA financial planner is to help families reverse that trend. You can live richly even if you aren’t yet “rich.”

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