Personal Finance Mastery

Here’s a quick tip when creating a budget or as I like to call it a financial forecast.  The first step to creating a budget is to bring all your expenses together and categorize them.  One of the easiest and most intuitive ways to categorize for your budget is by organizing your expenses by time [...]

Are you considering investing in your child’s college education? Ever wonder which college savings program is right for your specific financial situation? Well you’ve come to the right place. In part 1, I discussed the 529 College Savings plans. You can read about the 529 college savings plan here:
529 College Savings [...]

Ever wonder which college savings plan is right for your child?  Through the myriad of choices, it can be quite complicated to figure out which plan makes sense to your specific financial situation.  In this 3-part series of  blog posts, I will talk about the types of college savings plans available.  
There are generally 3 [...]

An eye opening video about the the financial state of many Americans and yet in the end there is hope that we can persevere and master our personal finances and build the foundations for True Wealth. This is why I became a financial planner, this is why I created Personal Finance Mastery; I want to [...]

Although there are various options to choose from when you are buying life insurance, it is not as confusing as many people think it is. In fact there are only two main types to consider, these being whole life insurance and term life insurance. The variations you will be offered originate from one or other [...]

It’s a little known fact that at this time the greatest Savings Account or even CD (Certificate of Deposit) in the United States doesn’t come from any of the major banks.
Perhaps a credit union or some smaller local bank where they keep more of the revenue and profits local? No. 
The greatest Savings Account is issued [...]

There are many ways to save money when shopping for home insurance. Before deciding on a homeowner’s policy, try to look at the amount of coverage provided as well as any discounts there may be. It’s important not to just choose the first one you come across. The rates between companies can differ a considerable [...]