Education & Resources
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Determine Your “Why”: Step 1 in Your Roadmap to Financial Independence
Click Here to Buy the complete book, “Where to Start: Our Roadmap to Financial Independence”
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Beyond Budgets: Unleashing Financial Freedom Through the Art of ‘Spending Plans’
During a conference I attended in 2008, the presenter delivered a powerful message: “Words matter.” This simple yet profound statement has shaped my life in numerous ways. I’ve become meticulous in choosing the right words to express my thoughts and emotions, realizing that language possesses the immense power to influence both people and the world…
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Permission to Jump
Eldon Reese Advisory Group, Sept. 2024 November 2022 marked the official launch of our RIA, Eldon Reese Advisory Group, but the idea was sparked 5 years prior. Just to clarify, it didn’t take us 5 years to establish the RIA, it took us 5 years to summon the courage to begin. We had never gone…
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Important Financial Dates – 2024
April 15th may be the most recognizable financial date on the calendar and rightly so. But there are many other important dates that are worthy of our attention. Some dates are deadlines, some are opportune times to save money, and others may just serve as helpful reminders to refocus your attention towards your own financial…
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Important Milestones – 2024
It can be overwhelming to compare your financial progress with others and be bound by a timeline. But it can also offer you a roadmap for the future and give you something to shoot for. Financial milestones are targets that you aim to achieve by a certain age or stage in your life. For instance,…
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5 Steps to Make the Most of Charitable Giving
If your definition of financial independence or freedom includes sharing your financial assets with others, you would be well served by creating a strategy, a charitable giving strategy. Download our charitable giving checklist at the end of this article to help you get started with creating your own plan. You may also find these five…