Isaiah is a Certified Financial Education Professional TM and a dynamic speaker who loves to empower others. Isaiah has been married to his wife since 2012. At home they are joined by their four children and dog.
Becoming A Bridge
Earlier this year, in March 2019, we saw stories of scandals in which celebrity parents were breaking rules to get their children into certain schools. We all want to ensure our children have the very best opportunities in life, but there are certainly better ways of accomplishing this! Today we are going to learn about a few ways that we can be a “bridge” for our kids. We can help them to be set up for success when they are ready to follow their educational paths.
Around this time of year we often joke about (and even dress up like) scary things—witches, zombies, monsters, oh my! But this is a good time to also talk seriously about things that really matter when it comes to death and dying.
It’s Halloween season, time to talk about something SPOOKY! While they might not be your worst nightmare-come-to-life, derivatives can be frightening. But today we’re going to unmask these for you, and they will be scary no more!
When we work with clients, we say that we help with Wealth Formulation. But why should you "Formulate" your wealth? What does this mean?
Becoming a Lender
Pretty much everyone has that friend or family member who is always asking to borrow money (or maybe YOU are that friend or family member). Maybe it feels nice to be recognized as doing well enough for yourself that you can spare some cash and borrow it to someone else—I mean, people have to think that you are doing well financially in order to ask for money. And maybe you like helping people who need it! You have probably considered the risks, and what could happen if you borrow someone money. Loaning money to others can be cause tension in relationships, but it can also be very beneficial in certain situations if it is executed correctly.
You’re probably familiar with interest. Maybe you’ve had a savings account that accumulates a small amount every month. Or maybe you have a credit card or loan that accumulates a huge amount every month. But do you know that there are different types of interest? And did you know that you can make interest work for you? It’s an effective way to grow your wealth, and it's easier than you might think!
Becoming Protected (Part 2)
What would happen if you were to suddenly become injured or ill and were unable to work for several months? Would you be able to make your mortgage payment? Would you be able to continue paying off your credit card debt? Could you afford to cover your child’s daycare
You have probably heard the word “economy” discussed in the news. It sounds important, but what does that mean and how does it relate to you and your investments?