Young Families
20 Second Advisor: Generational Wealth and Stewardship
The idea of a legacy is intriguing. Many of us feel a call to help provide for future generations or to leave our mark in the world in some lasting way. We strive to be good stewards of our blessings now so that we may not be a burden to others in the future and…
Read More20 Second Advisor: Dream Dates
Our days are full! From work and family obligations to maintaining the house and the yard, we all have a never-ending list of “to-do’s” that fill up our day. It is so easy to get caught up in the hectic pace of life that we can look up and wonder, “Where did all the time…
Read More20 Second Advisor: How to Not Break the Bank with Spring Break
Who doesn’t love a vacation? This cherished week to get away with family and friends can be a great time to rest and recharge before the final push towards summer. In the midst of travel accommodations, exciting outings and, of course, delicious meals, the total bill for this week can easily get out of hand. …
Read More20 Second Advisor: SMART goals = intentional life
It’s that time of year when we clean out the junk in our house, take stock of where we are, and maybe make a few goals and plans for the coming year! I love to plan, but I’ve learned that nothing happens by accident. The best way to move incrementally toward the life you envision…
Read More20 Second Advisor: Let Your Kids Fail Financially
We must allow our kids to fail so they can learn. By failing, they gain wisdom. They learn resilience. They learn how to solve problems on their own. This applies to money as well, but it’s not easy for me to watch. On each family trip, we give our kids a certain amount of money…
Read More20 Second Advisor: To borrow or not to borrow? Part 2 – Freedom from debt feels good.
Last time, I wrote about the financial elements to consider when you’re deciding whether to pay off your mortgage early. See here for that post. Today, I want to touch on the emotional elements of paying off debt early. As discussed in the last post, you are almost always better off financially to slowly pay…
Read More20 Second Advisor: The Boring Way to Building & Sustaining Wealth
I’m asked all the time about the latest investment trends: Should I invest in bitcoin? Real estate is really taking off, should I buy a rental? What about Tesla – are we all going to be driving electric cars in 20 years? At the heart of all these questions is that investors are often looking…
Read More20 Second Advisor: Summer Vacation Savings & Travel Tips
As COVID eases, A LOT of Americans are eager to start travelling again. It’s fair to say that there is a substantial amount of pent up demand for travel. Here are a few tips to consider as you plan summer vacations: If you fly, be sure to count up all the baggage fees you may…
Read More20 Second Advisor: Practical Tool To Teach Kids About Money
I REALLY want my kids to learn how to be responsible with money! One of my clients told me about this tool that we have found extremely useful. It’s called Greenlight. Each child has their own debit card that’s linked to their checking account. They also have a savings and giving account. My kids have…
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