The Smart Parent’s Playbook: 4 Ways To Start Saving For Your Child’s Future
Start saving for your child’s future with 529 Plans, UGMA/UTMA accounts, Coverdell ESAs, or Roth IRAs. Find the right fit for your family!
top of page
Search
Matthew Boersen, CFP®, CFA
Jun 193 min read
What is a CFP® and Why Your Financial Advisor Should Be One
This blog helps you to understand what a CFP is and why you should choose one.
Matthew Boersen, CFP®, CFA
Jun 5, 20233 min read
5 Common Mistakes to Avoid When Financial Planning
Financial habits now are crucial to your future retirement. In financial planning, we often see mistakes early on that lead to fewer...
Matthew Boersen, CFP®, CFA
Apr 14, 20232 min read
3 Money Topics I Want to Teach my 8-Year-Old Daughter
I'm actively trying to teach my daughter these three topics. Would you add anything? Topic #1: Money doesn't grow on trees Have you ever...
Matthew Boersen, CFP®, CFA
Apr 1, 20232 min read
The Odd Thing that Will Give You Fulfillment with Money
Fulfillment. Contentment. Happiness. Few people use those words to describe their mindset about money. We are always striving for more,...
Matthew Boersen, CFP®, CFA
Mar 1, 20232 min read
7 Things I Wish I Knew 10 Years Ago About Money
If I could go back in time, these are the 7 things I wish I knew about money. (It would have saved me a lot of wasted time and effort.)...
Matthew Boersen, CFP®, CFA
Feb 21, 20232 min read
6 Simple Quotes That Will Give You the Right Mindset About Money
A good quote can make you think. A great quote will stay with you and inspire you to better action. Here are 6 of my favorite quotes...
Matthew Boersen, CFP®, CFA
Feb 10, 20233 min read
Understanding Different Types of Financial Plans
What is a financial plan? What does it cover? Is it even helpful? And most importantly, why would I want one? These are some common...
Matthew Boersen, CFP®, CFA
Jan 13, 20232 min read
3 Questions to Ask as You Financially Prepare for the New Year
As the new year begins, many people set goals in different areas of their life, including their finances. If you are looking to prepare...
Matthew Boersen, CFP®, CFA
Dec 8, 20222 min read
Should I Choose a Financial Advisor that is Local?
There are many important things to consider when hiring a financial advisor – experience, fiduciary standards, fees, and location. 20...
Matthew Boersen, CFP®, CFA
Oct 13, 20221 min read
Gratitude
It's easy to be thankful for the big, life-changing things. It's not as easy to maintain that gratitude for those same things one year...
Matthew Boersen, CFP®, CFA
Sep 2, 20222 min read
Buy Experiences, Not Stuff (Part 2)
So I went to the football game. It was awesome. Thankfully, Michigan State won. And the memories that me, my wife, and our friends...
Matthew Boersen, CFP®, CFA
Sep 1, 20222 min read
Buy Experiences, Not Stuff (Part 1)
Today is a big day. College football starts. And as a Michigan State fan, I'm heading to the opening night game in a few hours. I can't...
Matthew Boersen, CFP®, CFA
Sep 1, 20222 min read
Set Goals to Stay Motivated
There are 1,000s of inspirational quotes about goal setting. There's even more inspiration posters with these quotes crookedly hanging in...
Matthew Boersen, CFP®, CFA
Aug 29, 20222 min read
Stop Keeping Up with the "Joneses"
Trying to "keep up" with others is a destructive financial habit. It's an unwinnable game with success that is always out of reach. And...
Matthew Boersen, CFP®, CFA
Aug 28, 20222 min read
Is Money the Root of All Evil?
"Money is the root of all evil." This commonly repeated verse from the Bible is really a misquote. It actually reads: "The love of money...
Matthew Boersen, CFP®, CFA
Aug 27, 20222 min read
Money Needs Balance. Extremes Rarely Work.
It seems like everything in life benefits from balance. Even things that are inherently good can become negative when taken to an...
Matthew Boersen, CFP®, CFA
Aug 25, 20223 min read
President Biden Announces Student Loan Relief Plan: Here's the Details
On August 24, 2022, President Biden announced that the federal government plans to cancel federal student loans issued prior to July 1,...
Matthew Boersen, CFP®, CFA
Aug 25, 20221 min read
Money Is a Tool Not a Goal
It's easy to get a warped view of money. We think we know what our friends make (normally we overestimate). We think making an extra...
Matthew Boersen, CFP®, CFA
Aug 23, 20222 min read
The Really Important Money Lesson I Learned From My Dad
We learn a lot from our parents. Many times these lessons go unnoticed for years or even decades. But subconsciously they form the...
bottom of page