by Joseph Francis | Jul 15, 2019 | Budget Boss, Budgeting, Budgets, Cash Flow, Dave Ramsey, Diversification, Diversify, Diversify Investments, Emergency Funds, Emergency Savings, Employment, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, Goal Setting, Goal-Oriented Planning, Goals Based Investing, Inheritances, Investing, Investment Strategy, Investments, Joseph James Francis, Long Term Investing, Money, Money Coach, Money Mentor, Net Worth, Retirement, Retirement Planning, Saving, Saving Money, Tax Effieciency, Teaching Children About Money, Wasteful Spending, Wealth, Wealth Building, Wealth Mindset, Wealth Planning
Monday, July 15, 2019 What to do when receiving a large amount of money Unexpected large amounts of money are generally seen as a good thing. Who doesn’t love extra cash? Sometimes they are not that joyous, as sometimes it means a loved one is no longer with us.... 
by Joseph Francis | May 20, 2019 | Budget Boss, Budgeting, Budgets, Cash Flow, Credit, Credit Card Debt, Credit Cards, Debt, Debt Consolidation, Emergency Funds, Emergency Savings, Employment, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, Inheritances, Investing, Investment Strategy, Joseph James Francis, Money, Money Coach, Money Mentor, Mortgages, Registered Retirement Savings Plan, Retirement, Retirement Planning, RRSP, RRSP versus TFSA, Saving, Saving Money, Tax Effieciency, Tax-Free Savings Account, TFSA, Wasteful Spending, Wealth, Wealth Building, Wealth Mindset, Wealth Planning
Tuesday, May 21, 2019 5 Examples of How The Bank Doesn’t Care About You It’s time to dish folks. I have had about enough and now the beans shall be spilled. The cat will come out of the bag. It’s time to talk about banks and how terrible they are. None of us really... 
by Joseph Francis | Dec 5, 2018 | Budget Boss, Budgeting, Budgets, Estate Planning, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, Goal Setting, Goal-Oriented Planning, Inheritances, Insurability, Insurance, Investing, Joseph James Francis, Life Insurance, Money, Money Coach, Money Mentor, Wealth, Wealth Building, Wealth Mindset, Wealth Planning, Whole Life Insurance, Wills
Wednesday, December 5, 2018 Having the ‘Inheritance Talk’ With Your Kids…or Parents This post is going to be a little grim I warn you. You see, I am in the business of death. Life insurance is a funny industry. I speak to people about death every single day. It isn’t... 
by Joseph Francis | Aug 20, 2018 | Baby Boomers, Budget Boss, Budgeting, Budgets, Debt, Emergency Funds, Emergency Savings, Estate Planning, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, Goal Setting, Goal-Oriented Planning, Inheritances, Insurance, Investing, Investment Strategy, Joseph James Francis, Life Insurance, Long Term Investing, Money, Money Coach, Money Mentor, Saving, Saving for a Down Payment, Saving Money, Tax, Tax Effieciency, Taxes, Wealth, Wealth Building, Wealth Mindset, Wealth Planning, Whole Life Insurance, Wills
Monday, August 20, 2018 Leaving it All Behind – Billions Coming from the Boomers If you ask the average millennial they will tell you that the world that is being left behind from the Baby Boomer Generation is far worse than the one Boomers received decades earlier. I... 
by Joseph Francis | Nov 9, 2017 | Baby Boomers, Budget Boss, Budgeting, Budgets, Estate Planning, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Inheritances, Insurance, Investing, Investment Strategy, Joseph James Francis, Retirement, Saving, Tax Effieciency, Wealth Planning, Whole Life Insurance
Thursday, November 9, 2017 Straight Talk on Inheritances Money is always a touchy subject. It gets even more touchy when the topic of death and money comes up. Baby Boomers have put their work ethic into overdrive their whole lives and many of them will be retiring... 