Personal Financial Update June 2020

Personal Financial Update, September 2020

It’s been a few months since I’ve done a personal update. I do have some big financial news to report. We’ll get to that in a bit. It’s hard to believe that summer is over. Today is actually the first day of fall. The nights are getting chilly, and the leaves … [Read More...]

Investing

Fundrise – 2019 Review

Fundrise is an online real estate investing platform that allows investors to invest in commercial and real estate through crowdsourcing. One of the advantages of Fundrise is that its investments are open to anyone. You need not be an accredited investor to … [Read More...]

Infographics

Facebook vs Google Infographic

Midweek Infographic – Facebook vs Google

A small tech company went public recently.  The news hasn't covered it much so you may not have heard of the tiny Menlo Park firm by the name of Facebook.  Obviously, I'm being a little sarcastic here.  The onslaught of news coverage and investor interest has … [Read More...]

A Day in the Life of an Accountant

Most people assume that accountants are forced to take on mundane booking keeping and auditing tasks all year to keep themselves busy while they wait for the exiting tax season. In fact, the most diverse work profiles in accounting come with its own set of … [Read More]

permanent life insurance

5 People Who SHOULD Use Permanent Life Insurance

I’m tired of people beating on permanent insurance. Last week yet another colleague of mine said, “I can’t think of a time when somebody should buy anything but term insurance.” I told him I could name five. He scoffed. I listed them off quickly to him, … [Read More]

pay extra or refinance

If you have home insurance is your yard covered?

Home insurance can be costly, which is especially important if you are on a tight budget, so you need to know exactly what it covers when you purchase it. Most home insurance policies refer to your dwelling being covered, but what exactly is your … [Read More]

Maintaining Cash Flow in Your Business

Owning a small business isn’t as simple as selling stuff and making a profit. In fact, the bigger your business (and it doesn’t have to be very big to get complicated), the more complex your issues of cash flow will be. If your business is any larger than you, … [Read More]

Business Insurance Is Just as Important as Personal Insurance

Insurance is vitally important for the protection of your family and property in the event of an unforeseen disaster. However, business insurance is just as important because if you don’t have it, your personal finances could be in jeopardy. Business insurance … [Read More]

Buying Property: A Long Tenure Financial Commitment

Many financial experts and advisors recommend investment as an effective route for financial growth. There are two main categories that most, if not all, investments fit into, short and long term. Any investment can be either short term, where an item, stock, … [Read More]