The late, great Charlie Munger once said, “The first $100,000 is a b**ch, but you gotta do it. I don’t care what you have to do… find a way to get your hands on $100,000. After that, you can ease off the gas a little bit.” This has nothing to do with high-yield savings accounts,…
Personal Finance
Your Next Secret Weapon
Are HSAs a good idea for young professionals?
Everything’s On Credit
Christmas is right around the corner and if you haven’t already gone shopping … I’ll pray for you. If there’s one fact I know, it’s that no one complains when you get more for less. That’s called a steal. But why pay more for the same? A few months ago, my brother was contemplating buying…
How Do I Talk to My Partner About Money?
My colleague in Boston said something that continues to stick with me every day. He said, our job is designed to be preventative by nature. Take these scenarios for example: Client wants to sell because of a poor economic forecast: “How does this decision today align with your longer-term goals?” Client believes they are healthy…
