Have you ever purchased a product only to realize shortly after that you shouldn’t have? Well, you’re not alone!According to one survey, over 75% of adults have admitted to making financial decisions they wish could be taken back. Many times, they bought impulse goods and regretted their purchase in
3 Major Risks During Asset Decumulation and How to Protect Your Money
In personal finance, most of the focus gets directed towards the accumulation phase of life. These are the steps you need to take to save money, invest it, and build wealth so that one day you’ll have enough money to live on your terms!After decades of working and accumulating assets, you’ll enter
How to Take Care of Yourself While Still Building Wealth
There's a myth that self-care is expensive. People think they need to drink expensive smoothies or pay for high-priced Pilates classes if they're going to be healthy. If you're an employee trying to build wealth and save money, this can make self-care seem out of reach. In reality, self-care
Why Your Money Mindset Is The Key To Success
What if the solution to your financial problems has nothing to do with money itself? And, instead is rooted in your money mindset and the way you think?The theory behind personal finance and growing a nest egg is easy. Most people realize they need to budget and live below their means to create
9 Easy Ways You Can Be More Fiscally Responsible With Your Money
In today’s society, it’s getting harder and harder to be fiscally responsible. Whether it’s due to online shopping, easy credit, or retailer’s marketing gimmicks; being financially responsible is more challenging than it’s ever been before! In addition, most people believe they’re more financially
Personal Financial Statement Template Excel
Please download this personal financial statement template in Excel to keep track of your money. Personal Financial Statement Template Excel Document
Needs Vs Wants Worksheet
Please download the Needs Vs Wants Worksheet in Excel. This worksheet will help you prioritize your spending based on the needs and wants that are most important to you. Enjoy!Needs Vs Wants Worksheet
Resources
RESOURCES FOR YOUR WEALTH Need help in deciding on a company to use? I opened my first bank account at 5 and have since interacted with hundreds of financial institutions over the years. Some are great and others not so much. Below is a list of the companies that I use time and time again. In my