Questions to Ask About Money Weekly You will likely benefit from the general money questions on big-picture topics. However, the following are applicable in a weekly personal check-in. These financial questions to ask yourself don’t take long to answer and can help you readjust your spending. 1. Is My Budget Proper and Up to Date? […]
Read MoreWrapped up in every family history, threaded invisibly throughout the memories, is money. That’s right, money. How a family gets, grapples with, guards, and gives money is all a part of the family identity. In some ways, money defines a family. And just as great memories, like holiday celebrations or vacations, don’t happen by accident, […]
Read MoreHow much do I need to retire? Or, how much do I need to plan for financial freedom? This is probably one of the most common questions we get asked in our meetings with potential clients. And the truthful answer is: how long is a piece of string? How much you need to retire is […]
Read MoreWhen it comes to building wealth, growing your net worth is half the battle. Building lasting wealth involves creating a plan for how it will be transferred and passed down to the next generation. This is known as generational wealth. Figures show that 70% of wealthy families lose their wealth by the next generation, with […]
Read MoreHas your Mind ever wondered, what is meant by financial freedom? Financial freedom is the very first place you should focus your energy, whether you’d like to become a millionaire or not. Being financially free means that you have passive income sufficient to cover your ‘needs’, giving you the freedom to work only IF and […]
Read MoreYou may have questions you’d like to ask a financial expert, but did you know there’s also value in asking yourself some questions about your money? These queries can help you organize your finances to spend efficiently, save more money, and achieve your goals, such as retiring comfortably. While making money might be straightforward enough […]
Read MoreIf you aren’t asking the right questions, you won’t get the best answers. When you change the questions you ask yourself and your financial advisors, you can change your life. And the financial dimension of your life is no exception. Use the following 10 questions to help clarify your direction, establish meaningful milestones, and solidify […]
Read MoreFinancial freedom is a monetary backup that allows a person to do what they desire. It can mean different things to different people. It means having complete control over one’s time without trading it for money, being able to explore or pursue a different interest, or quitting a job with passive income. A financially free […]
Read MoreImagine yourself having a vast above ground swimming pool in your backyard. Unfortunately, you can’t enjoy the comforting luxury of swimming in the pool because it is empty. You figure out that to fill it up, you need a garden hose, and it’s up to you to choose a big or a small one. You […]
Read MorePersonal finance is hot. One need only to have a look at the number of books, podcasts and websites dedicated to this topic to see that we have a keen interest in learning or perfecting our money skills. And that’s not so surprising: who wouldn’t want to have some extra cash, a more secure financial […]
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