Did you know that your taxes are an excellent “snapshot” of your annual spending and cash flow? You can leverage the information you gain from reviewing your finances on an annual basis to evaluate your spending habits, assess your goals, and decide what needs to change before next filing season in order to stay on track or to use your money in a way that gives you fulfillment.
Net worth is just one part of your financial picture, but it’s a good diagnostic to know. Learn more about how to calculate your net worth and why it matters.
When we initially sat down to record this episode, we had planned to do a 2021 market overview. We quickly realized that crunching numbers and showing market ups and downs after they’ve already happened isn’t necessarily the most helpful for investors who are experiencing market fluctuations in real time.
Refinancing your student loans may save you thousands of dollars over the course of your loan. Is it right for you?
Want to pay off your debt this year? Looking for ways to stay on track as you move toward your goal of being debt-free? We’re covering two commonly used debt payoff strategies in this week’s AVID Chat!
In AVID Chat #61, we’re going to talk about whether or not money can buy you happiness from a financial planner’s perspective. More importantly, we’re going to go over how we encourage our clients to “master” their money by looking at it as a tool to be leveraged, and how they can set financial goals to achieve long-term contentment.