Personal Finance Blog Post

Saving and Investing Like a CFO Saving and investing are two of the most important things we do with our money. There’s a lot we can learn from how Chief Financial Officers (CFOs) do it.    It’s a CFOs job to invest corporate assets (or decide not to). They must [...]

Taking a Business-Like Approach to Your Time Horizon The Securities and Exchange Commission defines time horizon as, “Your time horizon is the number of months, years, or decades you need to invest to achieve your financial goal.”   You and I have enough time to do most everything we want. [...]

A Business-Like Approach to the Financial Planning Process Taking a business-like approach to the financial planning process can help get you where you want to go with money.    Having the right strategy and planning are integral to the success of a business. The CEO works to set the organization’s [...]

How to Decrease Overhead and Increase Profit in Your Personal Finances Businesses and individuals alike are always interested in improving their bottom line. It can be accomplished in many ways, but focusing on decreasing overhead, and increasing profit are excellent starting points.    For businesses, revenue minus costs equals profit. [...]

How to Build Your Financial Foundation To become successful, you need a strong financial foundation.    To do that, there are a lot of financial best practices individuals can borrow from an organization’s CFO.    A CFO stewards the assets of an organization, accessing and reducing risks, maintaining financial records, [...]

Taking a Business Like Approach to Your Personal Finances Would taking a business-like approach to your personal finances put you in a better place? If you were to implement more systems and processes, would you better position yourself for success? I think yes.    The more we can manage our [...]

How to Get More Financial Control: Be Your Own CFO In an uncertain world, we crave control. We want to do everything we can to be physically, mentally, and emotionally healthy. And we want as much financial control as we can get.    What can you do to get more [...]

Is Your Financial Perspective Helping or Hurting You?   Is your financial perspective helping or hurting you?    Do you know what your financial perspective is? Let me take a step back.  Perspective is defined as “a particular attitude toward or way of regarding something; a point of view.” I [...]

How to have a Great Financial Future Your financial future is wide open. One promise of America is our ability to achieve whatever level of success we want. It doesn’t matter if you’re the son or daughter of a billionaire, or you’re a first-generation American.    Success and a bright [...]