A budget is one of two critical personal financial statements for your household (the other being your net worth statement). Creating your budget allows you to see where your money is going and be more intentional in your spending and saving.
Market drawdowns are never fun and seem inescapably uncomfortable. However, the shares you buy during market drawdowns, corrections, and/or bear markets are often the best purchases you will make. Here is some perspective on investing amid downturns, with a real-world comparison of two investors.
With several options for your retirement dollars from 401(k)s to IRAs, which should you choose and in what order?
To create a financial plan that will be meaningful and fulfilling, you must be intentional in establishing your core values and statement of financial purpose.
After over a decade in financial services, I founded Kardinal Financial in 2021. In this post I detail why I have made a career in financial planning and what led me to go out on my own.