Would you be surprised if I told you that every dollar you spend, save or invest has an impact on you and on the world around you? Financial wellness is all about using your money in a way that aligns with your values, goals, and priorities.  The idea is that you are in control of […]

“An investment in knowledge pays the best dividend” – Ben Franklin. I don’t need to explain that reading a good financial book is worth it.  Nothing beats picking up an old-fashioned book to dig deeper into a money topic.  A study of 1200 world’s wealthiest people (including Bill Gates and Warren Buffett) found they all […]

“By periodically investing in an index fund the know-nothing investor can actually outperform most investment professionals.” – Warren Buffett. If you were to ask Warren Buffett (arguably the greatest investor of all time) what you should invest in, he would suggest that you buy index funds. He has also instructed his estate’s trustees to put […]

Why Should You Automate Your Finances? Automating your finances is the single most important step you could take to set yourself up for financial success. First, taking control of your money should not be about discipline or willpower.  We all have busy lives.  There is not enough time or willpower to constantly work on your […]