Your 20’s were great, you finished school, you found your career, you earned a couple of raises, and now you’re finally 30. It was fun being reckless and care free. Now what? Maybe you are thinking of saving for a house, maybe you realize that expensive car payment isn’t worth it anymore because you understand it’s a depreciating asset, maybe you have a child and want to start to fund their future education costs. All these questions are great, and maybe you need a direction on where to start.

Building actual wealth comes down to just a few simple habits, and the earlier you establish them in your life, the better your chances of reaching seven figures. Set your finances to autopilot. Putting your financial plan on autopilot will not only help you build wealth, it will save you time and mental energy. Automating your budget, bills, retirement, and investments will take a huge stress out of your life. You won’t need to worry where your money is going, what you need to pay, and who you

 Many people have no gauge on where they should be at their age, nor do they have a benchmark, or a simple playbook to look at to see where their goal’s align.         Let's first make sure your retirement funds are adequate. A checkpoint at age 40 is somewhere near $250,000. According to FinancialSamurai the average 40 year old has 100,000-150,000 in their 401k. If you want that income but your savings are considerably lower, consider adjusting your retirement contributions before doing other

For most of us, tax season ends mid-April. The stress and preparation of going through a complete review of your finances for the year can be harsh. The last thing most of us want to think about our taxes again. So let me be the first and say sorry, but thinking about your taxes for this year, couldn't happen at a better time. Lets find out if your advisor is truly tax friendly. A review of your tax situation on your investment side might reveal some areas of concern. If you used an advisor to

How time flies, it’s another work anniversary, and with that, a good time to reflect on where you are in your career both professionally and financially.   It couldn’t be a better time to also take a look where your overall financial plan is currently, and whether you are on track to make work optional.  Here are five smart ideas to consider on this work anniversary.Splitting your Raise into threes. Your work anniversary often is when you get that raise you have been working hard to earn.  Most