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cash flow planning

How to Manage Variable Income: A Cash Flow System for Irregular Income

Why Variable Income Requires a Different Cash Flow Strategy Even with a steady paycheck, cash flow planning is frustrating. “Budgeting” is a word soaked in evil. Ugh, do I really
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Can You Really Stop Saving? Understanding Coast FIRE

Coast FIRE: So Hot Right Now Why wouldn’t it be! I get to *coast* to financial independence? Sign me up! And robots + humans agree! It’s all the rage. ChatGPT
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How to Prioritize Financial Goals When Everything Feels Important

How to Prioritize Financial Goals When Everything Feels Important

Do you ever feel like you’re giving everything you have to balance it all? As if you’re sitting 8 feet high on a unicycle… with a stack of dishes towering
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Upsizing Your Home

The Benefits of Upgrading Your Home Is this not your first rodeo when it comes to buying a home, and you’re ready to get back on the horse? This blog is
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Understanding Your Paycheck

Understanding Your First Paycheck for College Graduates If you are anything like me, you may be surprised when you get your first paycheck. Until that moment, I had only worked
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Preparing for Movement in the Markets

When Do We Officially Enter a Recession? Recessions are tough to measure definitively, but as the famous saying goes, you know it when you see it. They are typically defined
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How to take control of your cash flow

How to Take Control of Your Cash Flow

I believe the venerable Wu-Tang Clan hit the target when they posited that “cash rules everything around me”. It’s a simple yet profound fact of the modern world we live
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comingling finances, marriage, financial planning

Our Journey of Comingling Finances Before Getting Married

What does a financial planner reflect on in the final days before getting married???  Finances. Ok. Sure – a couple of other things too… But it’s up there. It’s who
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Upbeat Wealth on the News: Planning your Christmas Budget

Mike Turi sits down with host Malik Mingo on Great Day Louisiana’s Christmas in July special about planning your end-of-year gift budget. Great Day Louisiana: Christmas in July Budgeting for
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Risk Checklist

A general checklist for evaluating financial risk in your life.

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