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Student Loans
/in Student LoansA 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 […]
Financial Organization, Goals, and Planning
/in Financial Planning, Money ManagementNow 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 […]
Alternative Investing
/in InvestmentsThis 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 […]
Investing
/in Financial Planning, Investments, Money ManagementThis 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 […]
Financial Independence and Early Retirement
/in Fire, Investments, Money Management, RetirementThis 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 […]
Tax Time
/in TaxesHappy 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 […]
Lifestyle Design & Financial Planning
/in Financial Planning, Fire, Money Management, RetirementThis 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 […]
Happiness and Budgeting
/in Financial Planning, Money ManagementAs we enter into the holiday season this month, I thought it prudent to touch on giving versus getting, experiences versus things, and why sticking to a budget always makes sense: Services spotlight: Bona Fide Finance utilizes Right Capital, a software piece designed to give you the full spectrum of your finances and its projections into […]
Radical Personal Finance
/in Financial Planning, Money ManagementSeptember’s theme is de-risking your life: 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 the links below to access this month’s resources. Thanks for reading, listening, and watching!
Housing Costs and Your Mortgage
/in Home OwnershipI hope you all had a fun and safe 4th of July! As summer is often seen as the prime time to buy or sell a house, I’d like to highlight the following on the theme of your home mortgage and buying a house: If you find the information provided valuable, please pass this email along […]