Looking for how to find a financial advisor that actually understands your goals, values, and financial situation? It can feel a little overwhelming, especially if you’re not quite sure what to look for. But the right advisor can make a huge difference in helping you reach your financial goals.
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No matter how well you budget, save, and invest, unforeseen events—illness, disability, lawsuits, or death—can threaten your financial security. The good news? You can protect what you’ve built through proper insurance coverage and a solid estate plan.
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This step looks at your net worth. You probably already know, but for those who may want a refresher, net worth is simply all of your assets (money, investments, property) minus everything you owe (mortgage, loans, credit cards).
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This is the first in a series of articles that walk through the process I use with new clients as I build an initial financial plan. My hope is that you can use this to start building your own plan and that it allows you to be a better steward.
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As young families, one of the most significant decisions you can make is determining how to balance your career and family life. There are more dual-income households than ever before. But in today’s fast-paced world, those demands can be hard to balance with the life you want for your family. It seems impossible to do it all. I find a lot of families asking the question: “Can we afford for one of us to stay home with the kids?”
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Many in the southeast were hit hard by the recent hurricanes that moved through recently. While we were fortunate compared to many others, even our household was hit by Helene. Our entire finished basement flooded, meaning a lot of work still needs to happen. That same week, our hot water heater went out and the check-engine light came on in my car.
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A couple of summers ago, my son and daughter were excited about participating in our yard sale. We had just moved and needed to clean out a lot of “stuff” that had made its way down with us. They devised a plan to set up a table and sell some craft bead projects they had made. The worked to create an assortment of designs, came up with a price, and set out front of our house ready for the many patrons to come.
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When my friend Jake landed a contract job in tech, he was thrilled about the opportunity. However, as a young father with a growing family, the reality of variable income quickly set in. “How do I budget when I don’t know what I’ll make each month?” he asked during one of our coffee catch-ups.
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