We searched our Vlog archives to unearth some hidden treasures. In this oldie but goodie, Johanna shares her personal success story on raising her sons to be financially independent.
It hasn’t all been success, though. In this video, Johanna refers to the post Money Mistakes I’ve Made, where she bares her soul to show that we all have a “history”.
If you’re interested in scheduling a free initial consult with us, click here (do not use the link listed in the video).
When we meet with a prospect, the first question we usually hear is, “What are your fees?” While most firms base their fees on hourly billing, we take a different approach. In her video, Laura describes our Fixed Price Agreement (FPA) and the benefits of our pricing model. Continue reading
Recently, a dual physician couple, held a debt planning meeting with me. They had various financial obligations and one spouse had just received a rather large bonus. This couple is not US-born and are not totally rooted in our customs. In their country of origin, however, debt is a big no-no. Continue reading
“I think we are house-poor,” said Greta*, a physician client who lives with her husband, Zeke*, on Long Island. We were only part-way through developing their IFP (Initial Foundation Plan) so I didn’t yet have a grasp on whether this statement was simply a feeling or based on difficulties with their cash flow and the inability to reach Continue reading
A client and I were meeting recently and were going over her plans for a radical change in her work habits. She’s a fairly new attending (less than 5 years out) and plans to cut back by 50% in 10 years and then retire when her youngest starts college. And she wants the same for her husband, who is not a physician and makes about 1/3 of her salary. As we put together a plan to make this happen, she made a comment that struck me: Continue reading
It’s a rare couple that is in 100% agreement on spending. But you need to be able to find some common ground, especially if you are planning for early FI. Ben has some tips to help you pull in the same direction when you’re discussing money! Continue reading
TCJA had a gift for those of us who are saving for college using 529 accounts. Michelle talks about new ways you can use those funds and with a quick lesson on all the changes. And what about Coverdell ESAs – are they worth the bother? Continue reading
“…when we finally step across the threshold of retirement—our financial lives essentially shrink Continue reading
A home is one of the rare consumer goods that actually increases in value, so it is both Continue reading
Talking about money can be particularly difficult in the following situations: Continue reading
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