With startups and modern professionals facing unpredictable cash flow and expenses, it’s essential to plan for financial shocks. Building an emergency fund is one of the first steps to protect yourself from unplanned expenses. What Is an Emergency Fund? An emergency fund is a cash reserve set aside for unplanned expenses or financial emergencies, such […]
In a world where financial security can feel like an impossible dream, Katie Reber stands as a testament to what hard work can achieve. Her journey into the financial services industry wasn’t just a career choice — it was a mission born from a deeply personal experience. Just before retirement, Katie’s mother lost a significant […]
Growing up as a coal miner’s daughter in West Virginia, Monitta Williams learned the value of saving from her father, who hid away nearly $100,000 in a safe deposit box, never earning a single penny in interest. “He was smart enough to save, but no one taught him how to grow that money,” Monitta recalls. […]
In a world where most people are conditioned to settle for capped salaries and rigid work structures, Shanee Jones is rewriting the rules — and showing others how to do the same. With a background that spans over a decade in insurance sales, real estate brokerage, and insurance claims adjusting, Shanee brings a rare blend […]
Angus Stephens didn’t just follow a traditional path — he questioned it. And in doing so, he became one of the few financial professionals actually helping clients win the retirement game. Born in Miami and raised in Ocala, Florida — a town known for its rolling hills, horse farms, and strong community — Angus learned […]
In today’s unpredictable financial world, Frank Baumgartner has carved a unique path for those seeking financial security and peace of mind in retirement. With a wealth of experience spanning multiple industries, from oil and gas to real estate and insurance, Frank’s journey is not only about personal success but also about empowering others to secure […]
In today’s confusing and overwhelming financial landscape, Evelyn Hassan is on a mission to educate and empower the everyday person with the same tools the wealthy have been using for decades. Her story isn’t about shortcuts or hype, it’s about resilience, reinvention, and a deep desire to give back to her community. Evelyn didn’t grow […]
Financial advice often feels distant, reduced to figures and formulas. True Wealth challenges this norm by placing people, not just portfolios, at the center of its services. The Australian firm has built its identity around understanding individual needs, offering tailored guidance that extends beyond standard financial consulting. Founded with a vision to help Australians secure […]
Keeping yourself and your family fed isn’t always easy. For many U.S. households, grocery bills are a major expense. Credit cards and personal loans may help you stock your refrigerator and pantry in a pinch, but relying on them could lead to money problems down the line if you’re unable to manage your monthly payments. […]
Starting a business is exhilarating. The first clients, the first revenue, the sense of accomplishment that comes from building a going enterprise from the ground up. However, along with that giddy excitement comes a crucial responsibility: keeping your personal finances distinct from your business credit. Failing to separate the two can expose you to legal […]
