Greetings all, Thank you for joining us for another issue of the Bona Fide Monthly Newsletter. For this month, we’d like to wade into an age-old question, ‘Can Money Buy Happiness?’. At Bona Fide, we enjoy digging into the numbers and ensuring our clients use their financial resources as best they can to achieve their […]
Greetings and Happy New Year! We hope you’ve had a happy and healthy holiday season and are excited to get rolling in 2022. We have a lot of plans for 2022 and can’t wait to see what the year brings. Before we get started with the newsletter, we’d like to congratulate Ben on attaining his RICP® […]
Greetings all, The end of the year is upon us and collectively it seems like a good time to take a deep breath. For us at Bona Fide Finance and for many of our clients, it has been a very busy year with unprecedented challenges and adjustments to what our conception of ‘normal’ means. Lately, […]
Greetings all, November is upon us and it feels like this year has flown by faster than ever. With great optimism, we at Bona Fide are hopeful that the worst of Covid is behind us and are looking forward to getting back to normal life. With the stresses of Covid receding and the end of […]
Greetings all, We knew we wanted the focus of the October newsletter to be on entrepreneurship, but to be honest, we didn’t really know what direction to go with it. It’s something we discuss with a number of clients individually, but it isn’t something we’ve covered broadly with all of the families we serve. As […]
Greetings! This month we want to focus on something that often gets overlooked: property and casualty insurance. Property and casualty insurance covers your home, auto, and umbrella (excess liability) policies. Basically, it is a) the physical items in your life and b) your liability exposure. While it is not one of the most exciting subjects (as our first video […]
Greetings! Welcome to the dog days of summer! This year has flown by and as we look forward to a break in the warm weather, there is something else that seems to have everyone sweating: talk of inflation. From gasoline to lumber prices, it’s hard to miss the fact that prices are rising in all sectors of […]
Greetings! We hope you and your loved ones are enjoying the fullness of summer! One of our favorite events of this season is the Fourth of July – aka Independence Day. From that cue, we would like to talk about Financial Freedom, or Financial Independence (FI). More commonly known by the acronym FIRE (Financial Independence Retire Early), the […]
Greetings! Well, June is upon us. We have survived tax season (minus a few hairs) and it’s time to look forward to the rest of the year. Summer tends to be a slower time of the year, where most people focus on family and vacations. So, we aren’t going to hit you with a topic too […]
Greetings! We hope you are doing well and enjoying the spring weather with some great plans for the summer. For this newsletter, we have decided to focus on something pretty important and often misunderstood by many people: Social Security. There are many misconceptions out there about Social Security and a couple of good things to keep […]