Where to Keep Your Cash Money

How much cash should you keep on hand?  That’s a question that comes up with every client, and rightfully so: too little and you’ll be unprepared for emergencies or unexpected expenses, but too much and you won’t be investing your money wisely.  While the answer depends on your goals and personal circumstances, here are some rules of thumb that apply to just about everyone.

Achieving Financial Freedom: Essential Principles

For far too many people, finances are an obstacle standing in the way of one’s goals.

But done right, your finances give you the freedom to pursue your goals.  This does not necessarily mean being wealthy, but wisely managing your financial situation—whatever it may be—to achieve financial health, giving you the means and opportunity to pursue your goals.

Here are five essential principles for achieving financial freedom.