1 Habit All Successful People Have When it Comes to Managing Money
1 HABIT ALL SUCCESSFUL PEOPLE HAVE WHEN IT COMES TO MANAGING MONEY Most financially successful people share the same handful of things in...
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Matthew Boersen, CFP®, CFA
Aug 21, 20221 min read
Personal Worth is Not the Same As Financial Net Worth
Our culture idolizes success. And many times, the easiest measure of success is money. But, while good money management and building...
Matthew Boersen, CFP®, CFA
Aug 20, 20221 min read
This Is The Best Book I’ve Ever Read On Money
THIS IS THE BEST BOOK I'VE EVER READY ABOUT BETTER There are a lot of books about money. And I've read a lot of them. But the best book...
Matthew Boersen, CFP®, CFA
Aug 18, 20222 min read
Make Your Charitable Giving Have Power
I've spent a lot of time lately thinking about charitable giving. I want my gifts to make a difference. I want them to be used wisely. As...
Matthew Boersen, CFP®, CFA
Aug 16, 20222 min read
3 Easy Things You Need to Do Now (to get control of your money)
These 3 things will take less than 30 minutes. TOTAL. I promise. And it could save a ton of pain later on. Check your credit report 15...
Matthew Boersen, CFP®, CFA
Aug 15, 20222 min read
Money Is Not Just Math. We are Humans not Robots
Sometimes you just know something is missing. The traditional wisdom or guidance doesn't fit the actual experience. This is true with...
Matthew Boersen, CFP®, CFA
Aug 14, 20222 min read
Do This 1 Thing to Gain More Control of Your Money
Money can be a huge source of stress. It doesn't matter what your income is, or how much you've saved. It doesn't matter if you are 22...
Matthew Boersen, CFP®, CFA
Aug 13, 20222 min read
3 Money Topics I Am Exploring In My Life Right Now
There are 3 topics related to money I am actively thinking about a lot these days: Topic #1: The Effect Social Media Has On My Spending...
Matthew Boersen, CFP®, CFA
Aug 12, 20221 min read
Take Control of Your Money
I recently committed to publishing 30 daily essays on the topic of money. Here are a few reasons why I'm committing: Between TikTok,...
Matthew Boersen, CFP®, CFA
Sep 10, 20215 min read
6 Financial Lessons to Take Away from the Pandemic
As we come up on 18 months from the start of the pandemic, there is a lot of evaluation that needs to be done on the financial impact of...
Matthew Boersen, CFP®, CFA
Jul 11, 20215 min read
5 Financial Topics Everyone Needs to Know
Understanding finances is not everyone’s cup of tea. Often in a relationship, one spouse handles and understands the finances, while the...
Kyra Schofield
Jun 25, 20213 min read
How much does a financial advisor cost?
You wouldn't get your oil changed or your hair cut without knowing the cost, and yet more than 1 in 4 investors don't know what they pay...
Matthew Boersen, CFP®, CFA
Jun 4, 20212 min read
Do you need to update your home insurance policy?
Do you need to update your home insurance policy? Three out of five American homes are underinsured by an average of 20%, and this is...
Matthew Boersen, CFP®, CFA
Jan 20, 202110 min read
Money Is All About Balance
Everything in life… has to have balance. Whether it’s the bike you’re riding, the ice cream you’re planning to eat, or the money you’re...
Matthew Boersen, CFP®, CFA
Dec 14, 20204 min read
5 Questions You Need to Ask Your Financial Planner
Whether you currently have a financial advisor or are just beginning the process of looking, these 5 questions can help separate out the...
Matthew Boersen, CFP®, CFA
Dec 1, 20203 min read
3 Financial Steps to Do Before 2020
The end of a year is a good time to review basic financial strategies to make sure you maximize the benefit for 2020, while also...
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