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New Year’s Financial Goals

January is Financial Wellness Month, a time to remind people to plan and update their financial strategy. Check out this blog post for some financial wellness ideas to get you started for the year!

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End of Year Money Moves

Need to make some end-of-year money moves to put yourself in a good spot for 2022, but not quite sure where to start? Check out our blog post to financially finish the year strong!

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When’s the Best Time to Buy?

Waiting for the right time to purchase certain items can make a difference in your spending. Here’s exactly what you should be looking to buy, month-by-month, in order to generate a year of savings.

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Owning v Renting A Home

Buying a house is one of the biggest financial decisions you’ll likely make in your lifetime. For many people, home buying is considered an important part in achieving the “American dream.” While it can feel good to own a home of your own, doing so can come with some costs and limitations.

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Rethink These 8 Estate Planning Myths

The importance of proper estate planning shouldn’t be understated, as it can be a lasting gift for your loved ones after your passing. You may have heard some of these assumptions surrounding estate planning, but we’re here to help debunk a few popular myths.

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 Living a Rich Life: The No-Regrets Guide to Building and Spending Wealth, by James Lenhoff

Latest Episode of The Rich Life Podcast

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