5 Lessons I Learned From my Mother

(Today’s guest post comes from Gayle Morris, a nurse practitioner who shares her lessons from mom. I especially like #5.) I never truly appreciated the hard work and effort my mother put into raising us until I became a mother myself. Parents have an incredible responsibility to raise the next generation and I learned many … Read more

Why Everyone Should Track Their Net Worth

One of the first things I do with my financial makeover clients is set up a spreadsheet, tailored to them, to track their net worth on a quarterly basis. This program is set up to be used for the rest of their lives on my proprietary Excel spreadsheet. I have used this program to track … Read more

A Million Dollar Ski Boat Mistake

Forums and Facebook groups abound with a frequently asked question that sounds something like this: “Should we sell our positive cash flow rental to buy (insert fun new toy) so we don’t have to attain a loan?”  When someone wants to buy a new car, boat, or motorhome but they have learned that buying toys … Read more