Creating Your College Compact in Five Easy Steps

Saving for college is one of those things that all parents worry about. Whether your kids are just born, heading to elementary school, in middle school, or (especially) in high school - you've likely seen all the headlines about how college is going to cost a ton by the time your kids head off to … Continue reading Creating Your College Compact in Five Easy Steps

Writing Your Investment Policy Statement

Part of a solid foundation to financial freedom is protecting yourself and your family. That means protecting your property through insurance; your health, life, and ability to earn income; and your identity. But it also means protecting yourself from financial mistakes, and the best way to do that is through the use of an investment … Continue reading Writing Your Investment Policy Statement

5 Steps to Protect Yourself From Identity Theft – Plus My Story

As part of the second tier of financial freedom, protecting yourself and your family against financial disaster was a key component. After all, a house built on sand cannot stand-and a financial plan built on the hope and wish nothing will go wrong is destined to collide head on with the realities of life. Last … Continue reading 5 Steps to Protect Yourself From Identity Theft – Plus My Story

Protect Yourself and Your Family – Insure Yourself Against Disaster

Insurance. It's one of those things we all hate to pay for-until we need it. Only then are we extremely grateful that we have it in place. The same is actually true of all aspects of this tier - insurance, investing and financial planning, identity theft, and disability or death. None of these are pleasant … Continue reading Protect Yourself and Your Family – Insure Yourself Against Disaster

Getting to Know Your Dreams – A Three Step Process to Discovering Where You Want to Go

Last week we worked our way through the foundation to financial freedom. First we got to know our balance sheet (or┬ánet worth), so we know where we stand right now in terms of our finances. Then we recorded our cash flow, so we know how much we have coming in and where it's going every … Continue reading Getting to Know Your Dreams – A Three Step Process to Discovering Where You Want to Go