As the weather turns colder and the daylight becomes shorter, you may be busy planning for the holiday season. But something else worth focusing your attention on during this season is your finances. Like your physical health, your financial health needs a check-up at least annually. Before the year that’s been like no other winds […]
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Getting Your Voice Heard in Your Family’s Finances
When Joan Rivers’ husband died unexpectedly in 1987, Joan not only lost her husband but her financial security too. To her surprise, she was left with $37 million in debt – something she knew nothing about. This just goes to show that even strong and powerful women don’t have it all together. Joan is just […]
What is the 52 Week Savings Challenge? [+ ways to spice it up!]
Have you heard of the 52-week savings challenge? The concept is simple. In the first week, you save $1. In the second week, you save $2. You then continue saving one extra dollar every week until you save $52 in the 52nd week. At the end of this savings challenge, you’ll have saved $1,378 in […]
Investment Policy Statement: What is it and how do you write one?
Writing an investment policy statement (IPS) is one of the most important things you can do to build long-term wealth. It isn’t complicated or something that only people with a ton of investments do – writing an IPS is useful for everyone. Your IPS will help you identify and define your long-term financial goals. It […]
