Good Financial Reads: Budgeting & Building Wealth

2 min read
March 05, 2021

Budgeting and building wealth

Successful Investing: The Value of a 5-Year Cash Flow Plan

by Joe Morgan, Best Financial Life

I’m often asked, “Where should I invest my cash if I plan to buy a [house, boat, car, etc.] in two years?” My answer is always, “Put it in your savings account so you know it will be there when you need it.”

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The Three Wealth Levels

by John Burns, Oakview Wealth Solutions

In 2009 a Canadian businessman named Stewart Butterfield tried to launch an MMORPG (Massively Multiplayer Online Roleplaying Game for those not in the know) that eventually closed after failing to attract enough players. 

This was Butterfield’s second attempt at creating an MMORPG. The first attempt happened in 2002 and fared about as well.

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How To Do a Weekly Financial Review + Free Template

by Brian Berkenhoff, Birch Investment Management, L.L.C.

I've wasted countless hours trying to track my cash flow and budget. Over the years I've tried all of the personal financial planning tools. Quicken, Microsoft Money, iBank, Mint, Personal Capital, eMoney. The list goes on. In the early days it required physically inputting all of my receipts. In the later years it transitioned into categorizing all of my bank transactions that downloaded into the software.

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[PODCAST] Want to Build Wealth? Then Create These

by Eric Roberge, Beyond Your Hammock

Most people assume they just need to earn a high income, and then they’ll be wealthy. Unfortunately, building wealth (especially when you’re doing it on your own from scratch) is not always so simple.

[Listen to the Podcast

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.