Build Family Wealth and Happiness.

Fill out this form to receive our free 39-page Family Wealth and Happiness guidebook. You'll also receive periodic updates from me to help you take your family to the next level.

Posts

happy married couple

Best Type Of Will For Married Couples (And How To Start Today)

For someone single, creating a will is a pretty straightforward process. However, it’s not nearly as straightforward for married couples. When you’re married, you’ll likely have twice as many assets compared to those who aren’t….

January 19, 2022
Man checking phone

CountAbout vs Mint: How Do They Compare?

Personal finance apps help you track spending, create budgets, meet financial goals, and stay on track. When you’re married, using an app can streamline your path to financial goals. You might have looked at a…

January 18, 2022

Why This Young Family Paid Off Their Mortgage Early (w/ 3% Interest)

With low-interest mortgage debt, does it make sense to pay it off early? Jon from Colorado thought so. He and his family became mortgage-free in their 30’s after paying off their $150,000 mortgage in around…

January 18, 2022
Tiller vs. Mint

Mint vs Tiller: Which Budgeting Tool is Better for Managing Your Money?

Personal finance tools like Mint and Tiller help you track your spending, stick to a budget, get out of debt, and reach your savings goals. Looking at Mint vs. Tiller, you’ll see the apps have…

January 12, 2022

Roth IRA Investing in 10 Simple Steps

The magical Roth IRA … You’ve heard that you need one. Or if you have one, you’ve heard that you should be taking full advantage of it. What is so excellent about a Roth IRA?!…

January 12, 2022

SAVVI Financial Review 2022: Optimized and Affordable Financial Advice

Setting and reaching your financial goals shouldn’t be difficult. The trouble is that most of the advice you find online might not apply to your situation. With SAVVI Financial, you finally get custom financial advice…

January 11, 2022
Scroll to Top