Good Financial Reads: Mastering Finance

2 min read
September 14, 2018

Mastering Finance

9 Financial Accomplishments Worth Celebrating

by Levi Sanchez, Millennial Wealth

Whether we like it or not, our finances provide a foundation for the other aspects of our lives. Failing to have our finances in order can put a strain on our relationships, our careers, and set us back years towards achieving financial independence. The journey towards financial independence can be long, arduous, and flat-out tough. Yet, that doesn’t mean the journey can’t be enjoyed! Particular accomplishments should be celebrated along the way as a pat on the back for a job well-done and as further motivation to keep working towards your long-term financial goals. This article will explore the financial accomplishments worth celebrating on your journey to financial independence!

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Achieve Your Financial Goals: Lessons from My 6-Year-Old

by Leah Hadley, Great Lakes Investment Management, LLC

This past weekend, I was out running errands with two of my children and I could not believe what happened. I actually had to call my husband and my mom right away to share the story because I was so stunned. Here’s what my youngest son, Christopher, taught me about reaching financial goals.

Christopher has worn glasses since he was 18 months old. Why is this important? People have always fussed over how cute he is in his glasses. As a result, he has absolutely no problem talking to anyone who will listen. And he is incredibly persistent so even if you might not want to listen right off the bat, he is still likely to reel you into a conversation. Over the years, I have had many people say that he reminds them of the little boy in the movie Jerry Maguire.

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The Two Ways To Reach Financial Freedom

by Jared Paul, Capable Wealth

Financial freedom is a nice thing to strive for – not having to worry about money would go a long way in reducing stress, increasing happiness, and helping to increase the quality of your life.

Most people think that the only way to reach financial freedom is to either hit the lotto, or create the next big tech sensation that they can sell for a boatload of cash.

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Don’t Be Lucky with Your Money. Be Smart. (Ideally, Both.)

by Meg Bartelt, Flow Financial Planning, LLC

In the tech community, stories abound of people who became rich overnight. They were lucky. Maybe you’ll be lucky. But maybe you won’t. 

Your finances need to work either way.

[Watch the Video]


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.

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