I work with a lot of families who have kids planning to attend college in the next 5-10 years. Many families don't get serious about college funding and planning until their kids get to high school and it becomes too hard to ignore!
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I recently read the new book The Geometry of Wealth by Brian Portnoy and found it to be one of the most insightful books on personal finance I have read in years. I love this book because it's not just about money -- it's about life! I highly recommend it to anyone interested in building wealth and using your wealth to underwrite a meaningful life.
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If you are part of a family with young kids, I bet your life is crazy busy. I get it. But in between carpooling, sports practices, daycare, sick kids, demanding jobs, and everything else, there are six critical steps you need to make sure you have taken care of to put your family on a path to financial success.
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How's that for an attention-getting title? The tips I share in this post are all pretty simple and basic, but I’ve seen them transform the lives of my clients because it fundamentally changes the way they think about spending and saving.
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Here's the thing about being a financial planner -- most people don't really understand what it is I do. Some think I’m a simply give financial advice. Some think I just invest people's money. Some people think I’m a retirement or college funding specialist. The truth is, I do ALL of those things.
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