Bona Fide Finance has exciting news to share this month! We now have a resource page available to use as a reference as needed. It’s creatively called the Resources page (original, I know!); we have numerous links to all the major subjects of personal finance. Within each subcategory you will find a number of links to other blogs, articles, […]
This month, I want to focus on financial frugality and simplicity in living. If you want to build and keep wealth, one of the tried and true ways is through the exercise of frugality. This value–and dare I say virtue–of being frugal ultimately means being a good steward of your resources. Can you still have […]
Planning one’s estate is an important component of your financial outlook; however, most avoid acting on this aspect to the detriment of their loved ones after their death. Check out these three resources so that you can get your estate documents created: Services Spotlight: Everplans is a secure, digital archive of everything your loved ones will need should something happen […]
A focus of mine in financial planning is student loans. Recently, a few headlines regarding that subject got my attention, so I wanted to focus on this pervading element of many young adults and their financial situation today: Services Spotlight: Loan Buddy is a new financial technology platform with a focus on providing solutions for advisors who are student loan […]
Now that it is finally spring in most parts of the country, I wanted to focus on spring cleaning this month, highlighting some resources to help you organize your finances: Free Services Spotlight: *Both of these services are free and great for the do-it-yourselfer; clientele of Bona Fide Finance have access to more robust software […]
This month, I’m highlighting alternative investing. The following resources focus on three different ways in which you can explore this concept and its possible utilization in your own investment portfolio: Services spotlight: We just started using Capitect, a tracking tool that provides real-time rates of return on the performance of your investment portfolio (for all accounts linked with this […]
This month, I’d like to highlight the following, with a theme of investing. Firstly, I want to share Bona Fide’s Investment Philosophy, upon which these recommended resources build: If you find the information provided valuable, please pass this email along to your family and friends! Better yet, recommend them to subscribe to this monthly newsletter by […]
This month, I’d like to emphasize the processes one would go through if he or she wants to retire early (and by early I don’t just mean at age 62.5!). Enjoy the following pieces on this topic: If you find the information provided valuable, please pass this email along to your family and friends! Better […]
Happy New Year! As we begin 2018, I’d like to highlight the following to consider in preparing your 2017 taxes: If you find the information provided valuable, please pass this email along to your family and friends! Better yet, recommend them to subscribe to this monthly newsletter by signing up on our website! You can click on […]
This month, I’d like to highlight the theme of lifestyle design, a concept that weighs heavily on ordering your financial situation accordingly: If you find the information provided valuable, please pass this email along to your family and friends! Better yet, recommend them to subscribe to this monthly newsletter by signing up on our website! You can […]