The Buckets

I’m continuing the theme of inanimate objects being used as parallels for your financial planning. I personally prefer the milestones method of savings, but the bucket method works just as well if it makes more sense to you! Many people are familiar with using buckets...

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The Milestones

I often get asked “Bench marking” questions. For instance – I’m 30.. what should I have saved by now?   So here’s a neat and simple break down: First of all – every individual should have 3 months of their expenses in cash or cash-like equivalents. We call this...

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The Magic of Compounding

Or what Albert Einstein called the 8th Wonder of the World! I often get questions like, “Why should I invest in anything? Why not just leave my money under my mattress?” Aside from the obvious – your house could catch on fire and your life savings would go up in...

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What’s A “Will”?

…and why you need one too. A “Will” – simple person speak for “Last Will & Testament” is a legal document that expresses your wishes regarding the distribution of your property and the care of your minor children, and pets.. if applicable. Basically, it takes a...

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Protect Me Against Everything!

Protect Me Against Everything!

Ahhhhh…. Life Insurance. So many ways, so many different types. So much.. fuss. Honestly, every life insurance agent will find a way to solve any problem you have by having you buy life insurance. As always, the more you know, the less likely you are to get ripped...

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