Net Worth & Goals
Free Net Worth Calculator: Calculate Your Net Worth Online Quick & Easy
Want to know where you actually stand financially? Not what you think you're worth, but what the math says? Use the free net worth calculator below.
After 30 years as a financial planner, I've watched hundreds of clients turn their finances around just by tracking their net worth every quarter....
Want to Know How to Calculate Net Worth? The 5-Minute Financial Health Check
Most people think their net worth is just a score. That their net worth statement is a number that tells them if they’re winning or losing at money. They’re wrong.
Learning how to calculate net worth isn't just about math; it's like getting a financial X-ray. It reveals the hidden strengths...
How Much Money Should a 21-Year-Old Save, on Average? A Financial Expert’s Guide
Have you ever found yourself staring at your bank account and wondering, "How much should I have saved by 21?" It's a question that can cause both excitement and a wave of anxiety as you stand on the brink of true adulthood.
You see your peers, and it feels...
From Dreams to Reality: How to Set & Achieve Long Term Financial Goals Like a Pro!
Welcome to a brighter financial future! Are you ready to unlock the secrets of turning your successful long term financial goals into regality? Planning ahead is the key to achieving the lifestyle and security you dream of. Don't worry, it's easier than you think! Let's dive in and discover...
2026 No-Nonsense Guide to Setting Financial Goals That Actually Work
Alright, let's have a frank conversation. For over 25 years, I’ve seen more people get lost in their own finances than I’ve seen get lost in the woods. And the reason is always the same: they have no map or financial game-plan.
The process of setting financial goals is...
The Psychology-Backed Financial Goals Worksheet & Checklist For 2025
Let’s be brutally honest. You’ve tried this before, haven’t you? A new year, a birthday, or just a sudden wave of financial anxiety hits, and you declare, “This is it. This is when I finally get my money in order.”
You download a financial goals worksheet, sketch out a budget,...
Is $100,000 a Year Really “Good Money” in 2026? An Advisor’s Unfiltered Perspective
So, you're eyeing that six-figure milestone, or maybe you've recently crossed it. One hundred thousand dollars a year. For decades, it’s been a powerful symbol of success, a tangible sign that you’ve “made it.” But let’s be brutally honest: in 2025, with inflation's lingering bite, housing costs that seem...