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How to prepare for the perfect personal finance storm

Written by Jeff Schlotterbeck, CFP® on .

Copy of 3 social security mistakesand how to avoid them

Today, we’re going to talk about the perfect storm. And I don’t mean that George Clooney movie from twenty years ago.

I’m actually referring to the personal-finance trifecta: saving for retirement, while also saving for your kid’s college tuition, while also trying to care for aging parents. Whew! Just writing that out is stressful.

Does juggling all three at the same time sound impossible?

Maybe.

But, while challenging, it can be done. The trick is to re-evaluate the scale at which you approach each commitment.

So, let’s talk about some of the ways to do that!

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A more prosperous 2020? Do this...

Written by Jeff Schlotterbeck, CFP® on .

Waterchase Life Magazine 

December 2019

 

Many people never sit down and evaluate their financial goals.

But setting financial goals can mean the difference between having a dream retirement… and working until you die.

I want you to get the most out of your money in 2020. And I want to help you start off the new year the right way. So with that in mind…

Here are 5 financial goal ideas for 2020:

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Is owning a rental property worth it?

Written by Jeff Schlotterbeck on .

Have you ever thought about different ways to build wealth?

Owning rental property is a popular option, but is becoming a landlord worth the hassle?

HGTV makes this process seem so easy. But a 30-minute TV show can't possibly show everything involved in buying and owning rental property.

So, let's talk about the pros and cons of becoming a landlord.

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