The idea of a budget is not uncommon. The practices of creating and sticking to a budget are far too uncommon. We want to help you fix that. When it comes to budgeting there’s definitely an app for that. To create a budget, you can go to many platforms, follow many different tricks, tweaks, systems, […]
If you are a business owner, you have some tremendous wealth-building tools at your disposal that you might not even be aware of. Think of your business as a 5-pointed star. Here’s what I mean: Imagine you are a dentist running your own dental practice. Your business itself is the first point on the star. […]
When it comes to establishing goals, it is often a good idea to work backward. What is the end result you want? Stephen Covey had it right when he said, “begin with the end in mind.” When you have a goal, it’s then a matter of establishing the steps needed to get there. It is […]
Let’s look at three typical money goals for the average American. You want to sock something away in savings every month. You’d like to have some life insurance to cover the unexpected. You need a car to get around, so you’ll probably be making car payments. Let’s say you’ve been doing pretty well with savings. […]
One of the first concepts that really caught my interest when I was taught the principles of what we now call Uncommon Banking was the concept of the junk drawer. We all have one, right? That drawer in the kitchen or a desk that has all the stuff that really has no other place. The […]
You have three basic options when it comes to storing your money. You can save it, invest it, or use it for speculative ventures. About 99% of the time, when you are looking for a place to store your money, you will probably go with one of these options: checking account savings account cash under […]
Whether we put it on a credit card or deplete our checking or savings accounts to purchase something, we are financing the things we buy. We are trained to hand over most of the money that passes through our hands. We spend it and give away our ability to earn interest with it. How does that work […]
The basics of banking are pretty simple. We all get paid, buy things, and need a place to store and move money around while all of this is happening. We store our money in banks and they move it around even more, with the promise that we can get to it when we need it. […]
It’s a rite of passage for many of us. When you were young, maybe your parents started a savings account for you. When you got your first job in your teens, you started depositing money. And wonder of wonders, you took money out to buy a better phone, clothes you didn’t hate, or gifts for […]
We love this question and never hide from it. This is your money and it’s important that you understand where your money is going when you work with us. A big part of our strategy for helping clients build their wealth and dreams starts with leveraging life insurance. Here’s the thing: Insurance companies dictate how […]