The need to engage in continuous learning is a simple reality for anyone in professional services especially in a field like financial planning, which changes so frequently. This said, I try to go to one to two financial conferences per year in order to stay up to date with industry innovations and
The Opportunity Cost Of Our Spending Habits
When it comes to financial planning I'm a proponent of having visibility into your cash flow and knowing what money you have coming in and where is it going. The purpose is not to cut out that daily $3.50 coffee or to order less take out. (Both are things that I need to get under
Top 5 Apps to Save You Money
The smartphone has become the one-stop-shop when it comes to consumer demands. It feels like there is an app for almost everything. With the influx of unique and intuitive apps, there is no better time in history to take advantage of finance-related technology. We’ve rounded up our favorite apps
There’s More To Retirement Than Just Numbers
Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the age of 65 before retiring. Some people who are in good health may not be ready to retire just yet because they like what they do, want to keep busy, or need the extra
Agent of Wealth Podcast – Episode 5
#5 - Your 2018 Year-End Financial Checklist: Part 3 It’s time for part three of Marc Bautis’ financial planning series! Today, Marc details how you can plan for major life transitions, like selling a home or adopting a child. In this episode, you’ll learn: How to determine if
Smart Money Habits
Developing smart money habits enables you to prioritize where to allocate your income. Saving and investing more money on a frequent basis will benefit you in retirement. These tips will allow you to save some extra cash and prepare for the future. Here are some money hacks to help you spend and