4 Lessons About Making Money and Giving Back

This post was sponsored by Regions Bank, member FDIC. All opinions are my own. I recently attended a tremendous event called “Making Moves While Giving Back”, a Regions Next Step – Real Talk event series at the Gathering Spot in Atlanta.   It had some of the brightest and best young leaders in the city, such as Gwen Cole, Joey Womack, Briana Holmes, and Labriah Lee talking about how they have taken control of their lives professionally while also being able to give back philanthropically in the community.  For anyone wanting to lead a “boss” life personally, professionally and philanthropically, this event filled the bill because it really got to the root of how to be a good decision maker in your financial life including great advice on how to reach the goals that you want to achieve. Here are four financial lessons I took away that you’ll want to keep by your nightstand: Learn How To Say No Sounds like a ...

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When Mom Never Asked Dad About the Finances

This post was sponsored by Regions Bank.  All opinions are my own. Making financial decisions can be tough with or without the right tools. As young professionals juggle many financial priorities, it’s important to realize the gravity of our decisions and the influence those around us have on us, whether that be found in a role-model or through a family member. There is no doubt that your childhood and upbringing have a massive influence on how you manage your finances in adulthood.  These range from small items to how you handle traditions during the holidays to whether or not you decide to take grand scale type vacations.  My “boss” behavior was dramatically impacted with an event that changed my life forever and what got me into the business of becoming a financial advisor. While attending Boston College, I had always planned to do a double major in finance and accounting.  My real goal was to become an investment banker in ...

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We are married and don’t discuss money!

When you get married and take your vows, it goes something like this. I take you to be my lawful wife/husband/partner, to have and to hold, for better, for worse, for richer, for poorer, in sickness and health, until death do us part. It does say for richer or poorer, but unfortunately many couples across America just don’t spend time discussing money.  More often than not today, I see separate accounts, unmerged finances, and she pays this and I pay that. I’ve been married for over sixteen years, and while I am the one that predominately handles the money, there is nothing hidden in our financial relationship.  The more secretive and separate things are in a financial relationship, the worse it always turns out to be whether it be your household or in business partnership. I have the same kind of relationship with my business partner. It’s true that each partner needs to have some independence, so it is very ...

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