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Financial Clarity Blog

Helping people make smart financial decisions.  

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How to Become Financially Independent

It is tradition for us to publish a blog post about financial independence the week leading up to Independence Day, so we wanted to offer a guide on how to become financially independent this year. There are numerous ways to becoming financially independent. Similar to biking across the country, you have a lot of routes you can choose from. Would you like to get there fast (FIRE – Financial Independence, Retire Early)? Would you prefer slow and steady? Do you want to save a lot early and coast your way to the finish line? No wrong answer. To each their own.

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Planning with Pride for LGBTQ Families in 2021

This list is not exhaustive and it not exclusive to the LGBT. In fact, these tips should be shared with your family and friends and anyone of us who wants to protect our family’s financial future. We are living in some uncertain times so let us focus our energy on the things we can do rather than worry about what will happen. One thing we can do is make sure we take care of ourselves and do the things that work for our future regardless of what happens with the changes in the laws.

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Getting Your Partner Involved in Your Financial Plan

Often when I work with couples, one person takes the lead, and the other is silent or possibly even absent. It totally makes sense. Sometimes one person is interested, and the other just isn’t. The path of least resistance is to go with it. You can make things happen on your own, so why bother to rope your partner into something they couldn’t care less about?

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Resources to Grow Your Financial Literacy

Continuing with the Financial Literacy Month theme, we thought it would be a good idea to list some valuable resources to grow your financial literacy. Rather than focus on one topic, like we typically do each week with the blog post, we’ll reference a number of resources that we and others have created to help you grow your financial knowledge and ultimately reach financial independence.

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23 Terms for Your Financial Literacy Vocabulary

April is Financial Literacy Month, we figured it would help boost people’s financial literacy by putting together a short glossary of common finance vocabulary and jargon. You would need an entire dictionary or encyclopedia to cover all of the terms, but below are some of the more popular financial words or phrases you might hear and what they mean.

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