Monthly Insights

Key note - Fundamental Investing Tips 

Investing is really exciting for some and the most paralyzing decision process for others. Today I want to give you some tips and access to information so that investing becomes no more difficult of a chore than making your dinner plans. Simple and strategic often outperforms fancy and inconsistent - this applies to most things in life but especially when it comes to investing. Start early and find an unbiased third party, like a financial planner, who will evaluate investment decisions. 

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financial planner, budgeting Daniel Heidel financial planner, budgeting Daniel Heidel

Monthly Insights

I know everyone is dying to read about better budgeting habits but your parents have been nagging you for months now and you know that it is actually something you need to be doing deep down. That’s ok, even I don’t enjoy the practice of budgeting but it is a necessary step in the financial planning process to set your foundation for savings. Don’t worry, I’m not going to harp on your spending at Zara or your coffee addiction. If you are able to cover your financial responsibilities and have a good savings rate, then spend as your conscience will allow you.


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