How to Create a Monthly Zero-Based Basic Budget

How to Create a Monthly Zero-Based Basic Budget

Today, I want to continue our dialog regarding money management and give you some practical techniques on creating a budget. If you've never made a budget, this might be helpful for you. Or even if you're a regular budgeter, you might get some additional tips here.
A Financial Framework for Retirement Transition

A Financial Framework for Retirement Transition

I want to continue our post from last week talking about a financial framework. So, if you read to last week's post, we talked about a financial framework for building wealth. Essentially, it has a floor, two rails, seven steps and a ceiling. In this post, I want to continue that same vein and talk specifically about a retirement transition framework.
A Financial Framework for Building Wealth

A Financial Framework for Building Wealth

In today's post, I want to introduce to you a financial framework. A framework is an essential supporting structure or concept.  It's not a plan. It's not a strategy or even a tactic, but it's just as equally as important to them.  This framework provides the overarching or umbrella for all financial activities, whereas a plan is more specific in nature and has actionable steps.
Age-Based Financial Milestones for Wealth Building and Retirement Planning

Age-Based Financial Milestones for Wealth Building and Retirement Planning

Today, I want to walk you through a timeline of the various stages of life in terms of your wealth building and retirement planning, as well as give you certain milestones, age-based milestones that occur along the way where you could do certain things based upon really IRS laws. or various laws that have taken place that have shaped the financial landscape from the United States perspective.
The Role of Stewardship in Wealth Building

The Role of Stewardship in Wealth Building

 Today I want to continue to help give you some perspectives regarding money mindset that might be beneficial. And so today I want to talk about stewardship, what it is and why it might be important to you.