A Net Worth Statement is one of two key financial statements, along with your budget, for your household. With these two financial documents, you can make highly informed decisions and truly understand where you are and where you are headed.
A brief overview of three apps that can make creating and maintaining your budget far easier, less time-consuming, and maybe even a little fun.
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.