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Austin Preece, CFP®, EA
Sep 11, 20232 min read
Can a Financial Planner Boost Your Investment Performance?
According to Vanguard’s Advisor Alpha study, the answer is yes. Vanguard, a low-cost investment manager with a unique structure, has...
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Austin Preece, CFP®, EA
Sep 5, 20232 min read
5 Things to Understand Before Choosing a Financial Planner
I’m a little biased here, given my profession, but most people are better off working with a financial planner. From saving you money on...
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Austin Preece, CFP®, EA
Aug 31, 20232 min read
Draft an Estate Plan
Don’t worry, we’re not going to focus completely on death. Disability is just as important to plan for, and almost as fun! All kidding...
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Austin Preece, CFP®, EA
Aug 31, 20231 min read
Obtain Adequate Insurance
Paying for insurance sucks. But you know what’s worse? Hitting a deer in your brand new car without the insurance that would cover the...
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Austin Preece, CFP®, EA
Aug 31, 20232 min read
Pay Off Your Credit Card EVERY MONTH
You might remember learning about compound interest - it works like magic! If you let your money compound over enough time, it’ll grow...
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Austin Preece, CFP®, EA
Aug 31, 20232 min read
Build an Emergency Fund
You have a superpower - you can turn financial emergencies into simple inconveniences! All it takes is having some money set aside to...
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Austin Preece, CFP®, EA
Aug 31, 20232 min read
Create a Financial Plan
Goals and risks and savings, oh my! Planning is what I do for the people I work with, and it can get pretty detailed. That’s because we...
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Austin Preece, CFP®, EA
Aug 31, 20232 min read
Track Your Spending
You know that guilt you feel when you buy something you "shouldn't"? Whether it was Starbucks yesterday or Taco Bell last week, you're...
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Austin Preece, CFP®, EA
Aug 31, 20232 min read
Simplify Your Finances (when possible)
Personal finance can be COMPLICATED and ANNOYING! Do what you can to make it easier by simplifying your situation where you can. Once...
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Austin Preece, CFP®, EA
Aug 31, 20231 min read
Cardinal Rules of Personal Finance
Infinite banking, Roth conversion ladders, building a real estate empire, investing in cryptocurrency - these are all GREAT, EASY...
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