Build Family Wealth and Happiness.

Fill out this form to receive our free 39-page Family Wealth and Happiness guidebook. You'll also receive periodic updates from me to help you take your family to the next level.

Posts

Teens laughing near field

Kids Brokerage Account: Why Parents Should Invest for their Children

You want to help your child build a bright financial future. But how do you get started? While there’s no one correct way to do so, a kids brokerage account can certainly play an important…

November 30, 2021

What Is An HSA & Why Your Family Needs One

When I started my new job in 2013, I immediately signed up for the company 401k program and maxed that baby out. CHECK!    For the last two years, my wife and I have both…

October 24, 2021

Do I Need a Will? Who Needs One and Why

A whopping 78% of millennials don’t have a will, according to a Caring.com study.  But here’s the thing: wills are not just for retired and wealthy people. Most people need a will no matter how…

October 7, 2021
woman checking laptop

Biweekly Mortgage Payments vs Monthly: What’s The Best Mortgage-Free Strategy?

What would you do if you were mortgage-free? Most homeowners dream of the day that they can ditch their payment, freeing up so much space in their budget for other spending, saving, or investing. But…

September 24, 2021
Mom looking at laptop

Recasting Your Mortgage: What are the Pros and Cons of this Real Estate Strategy?

You paid off your credit card debt. You slashed your student loans. The only thing left between you and debt freedom is paying off your mortgage. One of the most commonly talked about tools for…

September 2, 2021
Mike Kenny and family

How This School Teacher Became a Millionaire by 33 [feat. Mike Kenny]

Are you looking to become a millionaire in your 30’s? Mike Kenny is a husband, father, and high school teacher in Ottawa, Ontario. His family recently surpassed a million-dollar net worth … in their 30’s!…

August 19, 2021
Scroll to Top