Companies often look for opportunities to incentivize and pay their employees in other ways than just cash. Stock compensation is one of the most popular ways to do this. This past week, I was working on a plan for a client at Eli Lilly, and since so many people from Butler and Indianapolis work at Eli Lilly, I thought I…
Becoming a parent is one of the most exciting times of your life. You are now responsible for more than just yourself and your spouse. With that responsibility, there naturally comes a want to do the best for your family and put them above yourself. Parents ask me all the time if they are prepared to bring a child into…
Apple Podcast Google Podcast Spotify Podcast We are back with another episode of The Long Game Podcast and this time Justin Castelli interviews Thomas to let him share his story as a celebration of 1000 downloads. Hope you guys enjoy! In this episode with Thomas and Justin we talk about: Thomas’ journey from quitting basketball to trying to figure out…
Here are a few crazy statistics about millennials and working: 25% of millennials plan to switch jobs within the next year (cnbc) The average job length for a millennial is 3 years (recruiting.com) 60% of millennials are open to new job opportunities (recruiting.com) It’s safe to say that millennials are job hoppers. We want to find the right place to call…
Learning how to manage your cash flow is essential to your financial success and it all starts with giving every dollar a purpose. It is always so interesting to see people’s reactions when I tell them this. They think I am going to tell them to create an excel spreadsheet and track Every. Single. Dollar. Every. Single. Month. This is…
When thinking about your financial future and creating a financial plan, there are some numbers that you really need to know. What I have come to realize is that very few people (especially millennials) know the important financial numbers in their life. So here is a list of the most important personal financial numbers you should know: 1. Net Worth…
“A Goal without a Plan is Just a Wish.” – Antoine de Saint-Exupéry I have heard this saying over and over the past few years but never really knew where it came from until this week. This phrase was first seen in a book called Le Petit Prince, written by Antoine in the 1940s. In this book, he shares many…
As you approach your 30’s and 40’s, life starts to change pretty quickly. You go from just caring about yourself to now wanting the absolute best for your family and children. One of the most common goals I hear from parents is that they simply want to give their children a better life than the one they have had. Besides…
Should you use credit cards or not? Credit cards are one of the financial topics that people cannot seem to agree on. On one side there’s people who cannot stop raving about all the credit card points and free hotel stays they get — and on the other hand you have the Dave Ramsey’s of the world saying that credit…
Volatility is a term that gets thrown around a lot and most times is associated with down swings in the market, but it can also describe positive increases in the market as well. However, these increases get talked about less because a bad day in the market makes you feel way worse than a good day in the market makes…