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Kids These Days Aren’t Even Taught How to Balance a Checkbook

Category: Financial Planning » Behavioral Finance
By Zach Dalluge
09/20/2019
The truth is, there’s a huge need for all of us to help the people around us make wise decisions with regard to money. 

How to Make Sense of Goals You Set

Category: Financial Planning
By Kadin White
10/20/2020

An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.

My General Contractor and I

Category: Financial Planning
By Andy Rushenberg
10/30/2020

That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.

The Four Uses of Money

Category: Financial Planning » Cashflow » Budget Spreadsheet
By Joe Bantz
11/06/2020

Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live. 

Your Legacy Can Be More Than Money

Category: Financial Planning » Estate & Transfer Planning
By Stacie Neussendorfer
09/17/2021

In the end, your legacy is the lasting influence of the gifts you give, both during your lifetime and when you are gone. What do you want yours to be?

What Do You Want?

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio
By Jason Brown
01/19/2022

Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.

What Does It Mean to Be an Investor? – Part Two

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio
By Jason Brown
06/30/2022

As you peek into the future – hopefully one with greater discretionary time and money – do you envision yourself increasing or decreasing your investment in the well-being of the people close to you and the world in general? Do you see yourself sticking close to the mess of the world or investing in ways that escape it? 

Preparing Your Heirs for the Great Wealth Transfer

Category: Financial Planning » Family Governance
By Ashlee Vieregger
07/28/2022

Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs.  Here are three simple ideas to get you started on a rewarding family governance journey.

How to Start Talking with Kids About Money

Category: Financial Planning » Cashflow
By Brittany Heard
08/31/2022

A few weeks ago, I talked with our two kids – one a preschooler and the other a kindergartner – about money. Here are some starter topics for you to discuss with your kids.

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The Four Uses of Money

Category: Financial Planning » Cashflow » Budget Spreadsheet
By Joe Bantz
11/06/2020

Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live. 

Your Legacy Can Be More Than Money

Category: Financial Planning » Estate & Transfer Planning
By Stacie Neussendorfer
09/17/2021

In the end, your legacy is the lasting influence of the gifts you give, both during your lifetime and when you are gone. What do you want yours to be?

What Do You Want?

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio
By Jason Brown
01/19/2022

Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.

What Does It Mean to Be an Investor? – Part Two

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio
By Jason Brown
06/30/2022

As you peek into the future – hopefully one with greater discretionary time and money – do you envision yourself increasing or decreasing your investment in the well-being of the people close to you and the world in general? Do you see yourself sticking close to the mess of the world or investing in ways that escape it? 

Preparing Your Heirs for the Great Wealth Transfer

Category: Financial Planning » Family Governance
By Ashlee Vieregger
07/28/2022

Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs.  Here are three simple ideas to get you started on a rewarding family governance journey.

How to Start Talking with Kids About Money

Category: Financial Planning » Cashflow
By Brittany Heard
08/31/2022

A few weeks ago, I talked with our two kids – one a preschooler and the other a kindergartner – about money. Here are some starter topics for you to discuss with your kids.

Three Ways to Teach Kids Important Financial Skills

Category: Financial Planning » Family Governance
By Ashlee Vieregger
03/23/2023

Whether you’re a business owner or not, here are three ways to start talking about money and building financial skills with your children or grandchildren while they’re young.

Give. Laugh. Love.

Category: Financial Planning » Family Governance » Family Education
By Joe Bantz
04/14/2023

Legacy is a strange topic. We all think about it, but it means something different to everybody. How do you want to be remembered?

Money Silence Hurts Families – Three Tips to Break the Cycle

Category: Financial Planning » Family Governance
By Ashlee Vieregger
10/04/2023

If you think talking about money with your spouse, parents, or children is difficult, you are not alone. Here are three tips to get started on a healthier money talk journey with your loved ones.

Preparing the Next Generation: Three Keys to a Long-Term Mindset

Category: Financial Planning » Family Governance
By Ashlee Vieregger
12/22/2023

How do we prepare our young people to lead and do it quickly?

Does Your Workplace Cultivate a Championship Team?

Category: Financial Planning » Behavioral Finance
By Geoff Christy
01/16/2024

I recently listened to a podcast called, “Invest Like the Best, with Patrick O’Shaughnessy”. The podcast is based on an article written by Michael Lewis in the New York Times Magazine back in 2009, about Shane Battier, a professional basketball player who was the ultimate teammate. 

Thermostats and Peanut Butter Jars

Category: Financial Planning » Cashflow
By Reed Rinderknecht
02/29/2024

“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.

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