I have to say, I have a love/hate relationship with life insurance. When it’s done right, life insurance is one of the best ways to ensure your family’s financial security. But it’s often sold by companies and insurance agents who don’t have your best interests at heart, which all too often ends with you paying Read more about The New Parent’s Guide to Life Insurance[…]
Net worth is the number you get when you add up all the things you own (bank accounts, investments, property) and you subtract all the things you owe (student loans, credit cards, mortgage). This is your net worth or your personal balance sheet. I like the term personal balance sheet, in lieu of net worth, Read more about 7 Reasons Why I Charge Based On Income & Net Worth[…]
Federal highlights Disability Tax Credit – As of March 22, 2017, nurse practitioners have been added to the list of medical practitioners who can certify eligibility for the disability tax credit. Medical Expense Tax Credit – Certain costs related to the use of reproductive technologies now qualify for the medical expense tax credit for 2017 Read more about Year-end tax planner: looking back at 2017 and forward to 2018[…]
Budgeting, Cash Flow, Debt, Financial Planning, Goals, Income, Investing, Net Worth, Planning, Saving, Spending You can’t measure what you don’t manage — and this adage is particularly true when it comes to your personal finances. You need to pay attention to your money if you want to grow your wealth. Part of that requires you Read more about Are You Better or Worse Off Financially This Year?[…]
Financial planning helps you determine your short and long-term financial goals and create a balanced plan to meet those goals. Here are ten powerful reasons why financial planning – with the help of an expert fee based financial planner – will get you where you want to be. Income: It’s possible to manage income more Read more about 10 reasons Financial Planning is important with Young Families![…]