Budgeting
Joshua Escalante Troesh, CFP
Build a Budget in 15 Minutes

The importance of budgeting is undeniable, but many don’t do it because it is time consuming and difficult. Learn how to build a basic budget in 15 minutes which meets both your financial needs and goals.

Build a Budget in 15 Minutes
Budgeting
Joshua Escalante Troesh, CFP
Your Budget Shouldn’t Control Your Spending

The debate about whether a budget is a necessity or a waste of time often centers on a fundamentally flawed definition of budgeting. The exercise of budgeting shouldn’t be designed to limit you, but to give you the freedom to spend money in the manner you wish to spend it.

Your Budget Shouldn’t Control Your Spending
Budgeting
Joshua Escalante Troesh, CFP
How to Automate Your Finances

There is a lot of talk in the financial media about the benefits of automating your finances. But what exactly does that mean? And how do you go about doing it? Here’s one simple method of automating your finances which ties your budget in with your pay.

How to Automate Your Finances
Budgeting
Joshua Escalante Troesh, CFP
The 15-Minute Basic Budget

The importance of budgeting is undeniable, but many don’t do it because it is time consuming and difficult. Learn how to build a basic budget in 15 minutes which meets both your financial needs and goals.

The 15-Minute Basic Budget
Budgeting
Joshua Escalante Troesh, CFP
The Hidden Risks of Bill Payment Automation

You hear a lot about automating your bills and putting your finances on auto pilot. But not doing it correctly can cause significant problems in your finances and your life. Here's how to automate with care and protect yourself.

The Hidden Risks of Bill Payment Automation

Wills

YOUR ESTATE PLAN NEEDS ONGOING MAINTENANCE

YOUR ESTATE PLAN NEEDS ONGOING MAINTENANCE

Your estate plan can't be a document which is created and then shelved. Over time, your estate plan will no longer reflect your actual estate. Ongoing maintenance is required to help your family avoid confusion, fighting, and even lawsuits.

Creating Open Communication with Key People in Your Estate Plan

Creating Open Communication with Key People in Your Estate Plan

Maintain an ongoing dialogue with the four key individuals who will be in charge of fulfilling your final wishes; the executor of your estate, the guardian of your children, your medical power of attorney, and your financial power of attorney. 

How to Identify Financial Professionals for Individual Tasks

How to Identify Financial Professionals for Individual Tasks

The purpose of personal finance is more personal than finance, but there is value to having an objective financial advisor in your corner. Seeking out professional advisors for individual goals or pieces of your financial plan can save you or earn you thousands of dollars more than you pay for the advice. Identify key advisors and find the answers to these 5 questions.