As we complete the Financial House, we reach the most critical and often overlooked part—the Roof. Just like a roof shields a home from external threats, Tax Planning, Wills, and Estate Planning protect your wealth and ensure a smooth transition for your loved ones. 🔹 Why is this important?Most people spend their lives building wealth … Read more
As we build the Financial House, each level adds more structure and protection to our financial future. After stabilizing the First Floor with Debt Management, Emergency Funds, and Opportunity Funds, it’s time to move to the Second Floor—Taxes. đź’° Taxes are one of the biggest expenses in life—but most people don’t think of them that … Read more
Now that the foundation and basement of our Financial House are strong, it’s time to build the First Floor—where we stabilize our finances and create flexibility for growth. This level consists of three key elements:âś” Managing Debt the Right Wayâś” Building an Emergency Fund for Securityâś” Creating an Opportunity Fund for Growth Each of these … Read more
For over 20 years, I’ve been building houses—learning the importance of strong foundations. Now, I’m applying that same knowledge to building financial houses for individuals looking to take control of their financial future. And it all starts with savings. If you don’t save, you have nothing to build on. No financial stability, no retirement plan, … Read more
“The One That Got Away” A few years ago, I came across a house that seemed like the perfect opportunity. It needed work, and because lenders wouldn’t touch it with a ten-foot pole, it was a cash-buying offer. I had the skills to fix it, the time to make it happen, and a solid plan … Read more
Debt is more than just numbers on a statement—it’s a weight that impacts your emotional and mental well-being. If you’re feeling overwhelmed, know this: you’re not alone, and there is a way out. It starts with understanding how we fall into debt and learning the tools to climb back out. The Problem: How Debt Starts … Read more
As the year draws to a close, it’s time to consider your financial strategies to save on taxes. If you haven’t already taken advantage of the First Home Savings Account (FHSA), there are only a few days left to make a contribution for this year’s tax deductions. Here’s why you should act now and how … Read more
Introduction Are you tired of living paycheck to paycheck? Do you find it challenging to manage your finances or save for future goals? Budgeting is the key and I mean key to financial freedom, and the good news is—it’s not as complicated as it seems! Whether you’re just starting out or looking to get better … Read more
