Why I do a monthly Net Worth Statement

June 25, 2019 by Travis Hole in Financial Planning

A net worth statement is exactly what it sounds like: a statement that lists out all your assets and all your liabilities, and the difference is your net worth

So you want to be a millionaire?

June 20, 2019 by Travis Hole in Financial Planning

One common question I ask clients is how much they think they need in their retirement account to retire comfortably around 65, and the most common answer I get is $1 million.