Good Financial Reads: Step by Step

2 min read
October 19, 2018

Step by Step

Financial Independence is a Process

by Nathan Schorsch, Head to Toe Financial Planning

Financial independence can be tricky to define for many people despite being a major goal for most of the population. Part of the difficulty is that it’s a relatively vague goal without specific parameters and part of it is that it’s different for every person. When asked to get into the specifics of what financial independence looks like, many will simply pick a large number that they hope will be obtained eventually or many years from now. Shockingly, this may not be the best way to think about financial independence as it isn’t about working as hard as possible until you hit that magic number and then never working again.

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Small Steps Lead to Big Chance

by Rick Vazza, Driven Wealth Management

Small steps can lead to big change. Often when a goal feels unattainable, it’s helpful to focus on the smaller tasks or activities needed to get you where you want to be. By identifying and celebrating realistic milestones along the way, the path to success will inevitably feel more attainable and approachable, and will give you the confidence you need to never give up.

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How to Build Wealth Strategy Guide

by Lucas Casarez, Level Up Financial Planning

Building wealth does not happen overnight. It takes a lifetime of key decisions and often in the face of complexity and many unknowns. I’ve always viewed life as a game. As you age or progress in level, you need to use a combination of skills you learned from earlier to overcome new unique challenges. In other words, it becomes significantly more challenging. Building wealth is no different. 

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It's Not About the Checklist

by Michelle Smalenberger, Financial Design Studio, Inc.

As much as it’s about the checklist, it’s really NOT about the checklist.  We’re really talking about moments with money rather than just checking boxes.

Here’s a checklist people commonly have of items they have to complete with their finances:

  • Save
  • Invest what I’m saving
  • Set a Plan
  • Set some Goals
  • Understand what I’m doing with my financial choices

If you’ve checked all the boxes above you may be thinking you’ve got the checklist completed and so you are set.  But what about the following list?

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Building Good Financial Habits

by Nathan Schorsch, Head to Toe Financial Planning

Financial savvy and know-how are vital when getting your finances under control, but an important aspect that’s often overlooked is the psychological component.  I want to spend some time today going into the psychology behind the building of good habits and breaking bad habits and how that can apply to making sure you’re building your financial well-being on a solid foundation. 

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Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.