opportunity fund

3 Simple Steps

3 Simple Steps

Happy 2019!  A new year smells wonderful, doesn’t it?  Fresh opportunities abound, and dreams are borne.

Were you compelled to build an opportunity fund after reading my last blog post?  I certainly hope so.  This article tackles the “how” of building one in three simple steps.  

2 Reasons We Used Our Opportunity Fund in 2018

2 Reasons We Used Our Opportunity Fund in 2018

Why save for opportunities when everyone tells you to save for emergencies instead?

Because you’ll be operating from a place of abundance, not scarcity. I’m a financial advisor, and here are two reasons my family dipped into our opportunity fund this year.

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