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In this video, I talk about business finance basics and the critical importance of starting bookkeeping early.
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In this video, I discuss what exactly CDs are and why you would consider having one?
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The 10 Best Golf Shoes of 2024 was written by Jeff Fang and originally appeared on Wealth of Geeks. It has been republished with permission. Every golfer knows that equipment makes a big deal in your performance on the golf course. For example, somebody playing with a brand new set of Callaway Edge irons will […]
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Since the pandemic and the subsequent rise of remote work, it has become more critical than ever to have reliable and easy ways to transfer money internationally. According to the World Bank, the sum of money sent home by economic migrants was close to $800 billion in 2022. This money was disproportionately sent to low- […]
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First it was cryptocurrencies, then meme stocks, then NFTs. Back in 2021 it felt like everyone was taking enormous risks in the hopes of striking it rich. But even though the market is filled with high-risk opportunities, millions of investors still favor long-term, risk averse strategies. Just look at the over $8.1 trillion parked in […]
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In this video, I discuss what Roth Conversions are, how they work, and why you would consider doing one.
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After the hustle and grind of work life, the greatest attractions of retired living include enjoying endless rounds of golf, lazy days by the poolside and a year-round active lifestyle. Since 2020, hundreds of Americans have been discovering that retiring in mid-life to Scottsdale, Arizona is the ticket to this long-dreamed-of lifestyle. Watching the breathtaking […]
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Homeowners are constantly searching for ways to amplify their property's value and appeal. A driveway gate is a lesser-known option that offers more than just a boost to your home’s curb appeal—it enhances security, too. Gates serve as the first line of defense, preventing unauthorized access and adding a touch of elegance that complements your […]
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Having year-round access to the world’s best freshwater fishing or learning yoga on the tranquil waters of a lake may sound like the stuff of retirement fantasies. But scores of Americans retiring in their mid-40’s and 50’s to Winter Haven, Florida have turned this fantasy into reality. Perhaps unsurprisingly, Spyfu SEO data reveal that each […]
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Whether you just bought a house or opted to rent, you need to start planning the financials of your move. Deciding between doing it yourself or hiring professional movers can affect your wallet AND your stress level during a move. Many people quickly opt for a DIY move, assuming it will be less expensive without fully […]
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Over the last three years, multiple business surveys have ranked Greenville, South Carolina as one of the fastest growing cities and hubs of economic development in the USA. Little wonder that Americans across the country looking for an ideal retirement destination target Greenville, SC in nearly 2,250 retirement-related searches each year. Recent IRS data show […]
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In this video, I'll compare the top 5 personal bookkeeping software options, including Quicken (Quicken Classic and Quicken Simplifi), Mint, RoundAbout, YNAB, and Empower (formerly Personal Capital). Then I'll reveal exactly why Quicken is my preferred pick.
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In this video, I'll answer 1 of the top questions new clients always want to know: Why is personal bookkeeping so important?” During my 25 years as a business owner and CFO of multiple companies, I've always managed my personal finances as if I am the business of “me.” I'll explain why this mindset is […]
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In this video, I'll answer another of the top questions new clients always want to know: What crucial information do we get from bookkeeping?” Throughout my years as a business owner and CFO of multiple companies, I've used Quicken to glean critical information that helped me make smart money decisions and achieve financial freedom.
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In this video, I'll answer one of the most frequent questions I get from new clients: How do you do your personal bookkeeping?” (Hint: It involves Quicken!) Throughout my years as a business owner and CFO of multiple companies, I've used Quicken to glean critical information that helped me make smart money decisions and achieve […]
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Does owning an airy, tasteful beachfront condo with a stunning view of the ocean for less than $500,000 sound like a retirement dream? And yet, it’s what dozens of retirees are discovering is within their reach, in Panama City Beach, FL. It’s no coincidence that the city is the target of over 4,600 Google searches […]
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In this video, I'll answer the 3 questions new clients always want to know: 1. “Why is personal bookkeeping so important?” 2. “What information can we learn from bookkeeping?” and 3. “Why do you use Quicken?!” I'll also explain how I use Quicken to keep track of my clients' and my own finances.
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When starting a new small business venture, every cent matters. You probably don’t have loads of cash to chuck around right now, which means you’ll have to be extra careful with expenses and create and stick to a small business budget. If you want to ensure its long-term success, you’ll need a winning idea AND […]
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What Lies Ahead for the Stablecoin Stablecoins are considered a safer bet for crypto investors, especially during times of enormous market volatility. Tether has a long reputation as the leading stablecoin pegged to USD, and has become one of the most traded cryptocurrency in the world. The tether price prediction is tied to its controversial […]
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Over the last three years, multiple business surveys have ranked Greenville, South Carolina as one of the fastest growing cities and hubs of economic development in the USA. Little wonder that Americans across the country looking for an ideal retirement destination target Greenville, SC in nearly 2,250 retirement-related searches each year. Recent IRS data show […]
