by TallKirk | Sep 11, 2023 | Goal Setting & Planning, Quick Reads
People still turn to friends and family for financial advice all the time. But, generally speaking, it’s a terrible idea for a few different reasons. One is that your family and friends are unlikely to know the full details of your financial situation, and without the...
by TallKirk | Mar 12, 2023 | Goal Setting & Planning, Quick Reads
Lots of people with six-figure incomes still live paycheck to paycheck. It’s possible to spend more than you make even if you make a lot. That’s true. It’s also true that people who make more modest incomes are sometimes able to comfortably retire with seven-figure...
by TallKirk | Mar 10, 2023 | Be Your Own Advisor, Goal Setting & Planning, Quick Reads
Lots of people know what they should be doing with their finances. * Saving a bit off every paycheck and investing for the long-term. * Avoiding credit card debt, not living beyond their means. * Protecting themselves against life’s biggest risks. * Minimizing their...
by TallKirk | Feb 23, 2023 | Goal Setting & Planning, Quick Reads
Everyone wants the best for their kids, but sometimes it’s hard to know exactly what that means in terms of action. What are the actual steps you can take to set your kids up for financial success? Here are five big ones: 1. Secure your own mask first. * Get life...
by TallKirk | Feb 13, 2023 | Goal Setting & Planning, Quick Reads
When you’re trying to make moves to improve your financial situation, it can be hard to figure out where to start. Here are some ways I help clients secure early wins: * Switch to a no-fee bank account * Move credit card debt to something with the lowest rate possible...
by TallKirk | Feb 7, 2023 | Goal Setting & Planning, Investments, Quick Reads
Everyone likes the sound of getting rich quick, but I tend to think the slow way is better. Getting rich quick is overrated for a few different reasons, all kind of related: One, it tends to be super risky. That means the vast majority of people who try will fail, and...
