Disclaimer: This post provides general educational information about investing and retirement planning. It is not intended as personalized financial, investment, or tax advice. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Consult a qualified professional before making financial decisions. For personalized investment or tax guidance, please contactContinue reading “Yes, You Can (Potentially) Retire as a Millionaire!”
Category Archives: Investing
Build Your Fully Funded Emergency Fund — and Stop Living One Crisis Away From Debt
Baby Step 3. You paid off the debt. You fought through Baby Step 2 with gazelle intensity, knocked out balance after balance, and crossed the finish line. Now what? Now you build the wall. Baby Step 3 is your fully funded emergency fund — 3 to 6 months of expenses sitting in a separate savingsContinue reading “Build Your Fully Funded Emergency Fund — and Stop Living One Crisis Away From Debt”
Live Long and Prosper: Why Your Retirement Plan Needs More Spock
Inspired by financial adviser Robert Szigeti’s recent Kiplinger piece Full disclaimer below, shortened disclaimer here: This post provides general educational information only and is not intended as financial, investment, or tax advice. Consult with a qualified professional before making any financial decisions. For personalized financial planning or investment advice, please contact Blueprint Investments and Tax Planning. Be honest — when retirement planning feels overwhelming, do you react more like Scotty (“I canna hold her together much longer, Captain!”) or Spock (“Fascinating. Here is the logical sequence of events.”)? Most of us are Scottys. WeContinue reading “Live Long and Prosper: Why Your Retirement Plan Needs More Spock”
Gotta Catch ‘Em All: The Pokémon Approach to Building Your Financial Portfolio
Full disclaimer below, shortened disclaimer here: This post provides general educational information only and is not intended as financial, investment, or tax advice. Consult with a qualified professional before making any financial decisions. For personalized financial planning or investment advice, please contact Blueprint Investments and Tax Planning. Why your investment strategy should work like a well-balanced Pokémon team What If Building Wealth Worked Like Building a Pokémon Team? Here’s a question most financial advisors would never ask: What does a champion Pokémon trainer and a successful investor have in common? Everything, actually. Think aboutContinue reading “Gotta Catch ‘Em All: The Pokémon Approach to Building Your Financial Portfolio”
Trading Cards to Trading Stocks: What Pokémon Taught Me About Investing
The surprisingly solid financial lessons hiding in your childhood card collection This post provides general educational information only and is not intended as financial, investment, or tax advice. Consult with a qualified professional before making any financial decisions. For personalized financial planning or investment advice, please contact Blueprint Investments and Tax. That Holographic Charizard Taught You More About Money Than You Realized Remember the thrill of opening a fresh pack of Pokémon cards? The hope that this pack—this one right here—would contain that rare holographic card everyone wanted? That feeling? That’s the same rushContinue reading “Trading Cards to Trading Stocks: What Pokémon Taught Me About Investing”