Cash Flow Planning Guide The health of every financial plan depends heavily on sound cash flow planning. Creating a cash flow plan is a helpful exercise conducted in the financial planning process. This article was originally posted on our website for BayRock Financial as part of the Inflation Planning series. Cash Flow and Inflation […]
Cash Flow and Inflation Planning Read More »
Options Trading Strategies for Managing Risk One of the tools in my investment management toolbox is Options, specifically Covered Call Options and Naked Put Options. I’m reaching out to a number of my clients to recommend that we set up Options. These two Options Strategies work best in volatile markets like what we’ve had in
Options Trading Strategies for Managing Risk Read More »
Ramit Sethi I Will Teach You To Be Rich Ramit Sethi is one of the people I’ve followed for over a decade. Early in his career he wrote I Will Teach You To Be Rich. Its free but its way worth your time. Ramit gave me the idea for my first website “iMakeYourMoneyCount.com” based
Ramit Sethi I Will Teach You How to Be Rich Read More »
Assignment 8 Insurance 101: Add Home and Auto Insurance to Your Plan Insurance (Risk Management) is an essential element of Personal Finance. You’ll spend a lot of money buying insurance in your lifetime. So, a little insurance knowledge can help you Make Your Money Count. This week, we’re focusing on Property and Casualty insurance.
Home and Auto Insurance Read More »
Whether you love it or hate it, bargaining is one of the skillsets that can move the needle in your financial life in more ways than you may have ever thought about. Learn how to bargain and negotiate – anything.
Bargaining and Negotiating Read More »
The Credit Crush Assignment is all about understanding the cost of credit and how to apply simple strategies to eliminate debt so that you can build wealth. In this week’s assignment, you’ll enter your 3 big purchases in your BayRock financial planning portal: Home, Car, and Credit Card spending spree.
Credit Crush Most Important Screenshot Read More »
Credit Crush Assignment The Credit Crush Assignment is all about understanding the cost of credit and how to apply simple strategies to eliminate debt so that you can build wealth. In this week’s assignment, you’ll enter your 3 big purchases in your BayRock financial planning portal: Home, Car, and Credit Card spending spree.
Credit Crush Questions Read More »
With a little guidance, you will be able to explore ways to address high inflation and set your financial expectations appropriately.
High Inflation Checklist Read More »
If you’re not familiar with taking screenshots, you can add this skill to your skills inventory for this semester because you WILL need to learn how to take a proper screenshot
How to Take a Screenshot Read More »
Now that you’ve had more time to reflect on your life after you moved out on your own, invested in your dream house, purchased your cool ride, and racked up some credit card debt, its time to learn a few debt payment strategies to help you move toward your goal of becoming a millionaire by age 50.
Credit Crush Assignment Read More »
