MONEY SMART
Spend smart, invest sucessfully and live the life you want.

Spend Smart & Save More

The most reliable path to financial freedom is to spend smart and save as much as you can. Money Rule #3 says that it’s not how much you make but what you do with it that counts. I recommend saving 15%-20% of your income, something you definitely can do once you put your mind to it.

So, how can you accomplish this? Here are some good ways to get started:

Spending and Saving Plan Help Prioritizing Your Savings Simplifying Your Life

Also, don’t forget to search my BLOG for the many articles I’ve written on spending smart and saving more. Look through the category list along the right side of the page for articles, and use the search bar to find what you’re interested in.

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MONEY SMART BLOG   Recent articles…

Who Should Do Your Taxes?

Taxes. They’re one of those unavoidable facts of life. When it comes to preparing your taxes I believe the key is striking a balance between keeping it simple—not spending more time or money than necessary—and being smart about getting all the deductions and savings you are entitled to. So, how do you get the job done right and walk that line? It depends on your particular situation.

Estate Planning Demystified—It’s Not Just for the Rich

Estate Planning. Just the mention of the subject is enough to turn off the brain. Well stick with me for a minute, because we all need it and also because I believe I can quickly show you how over 85% of adults can do a really good job of estate planning in just a couple of hours. And the best part? It's free! In my opinion, all most people need to do are these 5 things.