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Financial Freedom Blog

Recent posts

  • Broad-Based Financial Planning for Millennials

    August 25, 2016

    We introduced a new service last week titled the Financial Foundations Program. It’s a service by which early career professionals and others with simpler personal financial situations can receive broad-based financial planning and automated investing for a low fee. We’re very excited about the Program because now early career professionals … Read More

  • Spending Plan vs. Budget

    August 9, 2016

    Often when we work with new clients, they will use the term “budget” when talking about wanting to know how much they’re spending each month. We gently tell them that we don’t believe in budgets because people rarely stay on a budget, much like a severe diet is hard to … Read More

  • You May Not Be a Prince, But You Still Need a Will

    August 3, 2016

    When pop music star Prince died in April, he did not have a will and there has been a battle over who inherits his $300 million dollar (or more) estate. Prince has a sister and five half-siblings. A court threw out 29 other claims against the estate last week and … Read More

  • You Can Change Your Money Mindset

    July 26, 2016

    I am re-reading a great book by Carol Dweck with the title “Mindset: The New Psychology of Success.” In it, the author suggest that there are basically two mindsets we all carry: either growth or fixed. Here is what the author says: “The view you adopt for yourself profoundly affects … Read More

  • Summer Financial Fitness

    July 22, 2016

    We’re about half way through the Summer and it’s a good time to remind you that your financial fitness should not slack off just because the rhythm of life is different. Too often we see people fall of their financial fitness regime because of vacations. It’s easy to spend more, … Read More