By Clode Moradi, MSPFP, CFP®, FBS® There are a few key steps you can follow to set yearly financial goals: 1. Determine your current financial situation: This includes understanding your income, expenses, debts, and assets. This will help you … Continued
By Clode Moradi, MSPFP, CFP®, FBS® A lot of people are baffled by the current disconnect between what is happening in the world and the Markets. While the economy has been mostly shutdown and unemployment has skyrocketed, the stock markets … Continued
By Clode Moradi, MSPFP, CFP®, FBS® Ever wonder how credit card companies can giveaway so many rewards and still have enough money left over to take the world by storm? Seems like this question has been the main event in … Continued
By Clode Moradi, MSPFP, CFP®, FBS® Deductible Home Mortgage Interest It’s no wonder that one of the most talked about changes, as a result of “The Tax Cuts and Jobs Act of 2017”, is the limits on deductible interest for … Continued
By Clode Moradi, MSPFP, CFP® This article is in continuation of my last one regarding “The Tax Cuts and Jobs Act of 2017” Deductible Home Loan Interest Matters Please read that first, so this article makes sense. … Continued
by Clode Moradi, MSPFP, CFP® I’m often asked about acceptable amounts of debt people should carry, and how a person would know when they are in a good position to buy a house? Being in position to efficiently fund your … Continued
by Clode Moradi, MSPFP, CFP® There’s lots of confusions about this, so I’m going to give a basic explanation about account establishment, without getting into contribution calculations and how best to set them up. I like to cover that … Continued
By Clode Moradi, MSPFP, CFP® The terms strategy and tactics originally came from the military when planning an attack. Now they also describe plans for other aspects of life. One of these is a financial plan. Using a strategy and … Continued
By Clode Moradi, MSPFP, CFP®, FBS® “Content people are not chasing happiness, but they are investing their mental energy and awareness in areas of life that can manifest true fulfillment and joy.” How Does This Relate to Money So, how … Continued
By Clode Moradi, MSPFP, CFP® “Often times, a clearer and more defined path appears once we see through the fears and bias’s that keep us from reaching our true intentions.” Often times we hear the words “financial freedom” and “financial … Continued
