Money 4 Life: How we chose our Financial Advisor

Choosing the right financial advisor (FA) is one of the most important decisions we have made in our journey to financial freedom. We’ve been presented to by many different financial advisors from different investment companies, and they all did so well, so if it were only a matter of competence, we had a buffet of them. But my husband and I realized that we were not only looking for someone to call when we need to cash in our investments, but that we were choosing someone who will partner with us in working towards the goals we have set for […]

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Money Matters: Of Educational Plans and Mutual Funds

I talked about jars of oil in my previous blog, Teaching kids how to manage their money. In the blog, I said there that God provides ways for us and we will see it if we focus on what we have instead of dwelling on what we do not have. Even for things like Educational plans and Mutual Funds. Here’s a little backstory for you. In 2009, when my eldest son, Pablo, was four years old, I became anxious about his future and his education. I would pull my husband to go into banks to get a hold of flyers on […]

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