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As a financial planner I always say that you don't have to buy real estate to build wealth - there is a better strategy that is much easier

As a financial planner I always say that you don’t have to buy real estate to build wealth – there is a better strategy that is much easier

Insider’s experts choose the best products and services to help you make informed decisions with your money (here’s how). In some cases, we receive a commission from our partners, however, our opinions are our own. Terms apply to offers listed on this page. Buying a home may be the “American dream,” but it’s certainly not …

As a financial planner I always say that you don’t have to buy real estate to build wealth – there is a better strategy that is much easier Read More »

I'm a financial planner and apps have always failed me.  Instead, I budget with an old-school approach that works.

I’m a financial planner and apps have always failed me. Instead, I budget with an old-school approach that works.

I tried using budgeting apps, but found that they didn’t properly categorize my expenses. I always come back to the same approach: an old-fashioned budget spreadsheet. I can customize expense categories to my needs and track my expenses accurately. Find a financial advisor near you with SmartAdvisor. Loading Something is loading. There’s no shortage of …

I’m a financial planner and apps have always failed me. Instead, I budget with an old-school approach that works. Read More »

Want to retire earlier?  Answer 1 question first, says the financial planner

Want to retire earlier? Answer 1 question first, says the financial planner

Those who pursue FIRE – short for “financial independence, retire early” – aim to overturn the traditional rules of personal finance. Save and invest a large part of your income now, it is thought, and you can retire in your 40s, 30s or even 20s. There are many competing philosophies on how to achieve this. …

Want to retire earlier? Answer 1 question first, says the financial planner Read More »