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Our Retirement Ratio | Part 1

Our Retirement Ratio | Part 1

Part 1 of 3-Part Series We’re returning to the topic of retirement this month and delving a little deeper into how we calculate the basic numbers. Why retirement again? Well it’s because ultimately, isn’t retirement what all our hard work is all about? The sooner we hit our retirement goals, the sooner we can actually retire if so chosen. Retirement…

Our Business Ratio | Part 2

Our Business Ratio | Part 2

Part 2 of 2-Part Series Annual Personal Spending is fairly self-explanatory and a term we’ve touched on a number of times, so we won’t dive deeply into that. However, it’s important to realize that this number is essentially the dollar value put on your current lifestyle. By taking your total business equity and dividing it by your personal spending over…

Why millennials’ wills and estate plans are so unique

Why millennials’ wills and estate plans are so unique

While more millennials have started to focus on estate planning due to the unsettling nature of the COVID-19 pandemic, those actual plans may look quite different from the wills of older generations. That’s because for millennials, digital assets are top, according to U.S. online estate planning firm Trust & Will’s recent study of 20,000 millennials between the ages of 25…

Our Profitability Ratio | Part 3

Our Profitability Ratio | Part 3

Part 3 of 3-Part Series Since there are many profitability ratios, they target many different areas of the business and the more insight you have, the better you can run the company. The ratios will show which parts of the business are not running financially efficient and need work. Financial statements are the basis of any business management, but they…

Our Profitability Ratio | Part 1

Our Profitability Ratio | Part 1

Part 1 of 3-Part Series Since the beginning of this year, we’ve focused on a number of ratio’s which are important when managing wealth. These ratio’s take the multitude of numbers and put them into easy-to-understand ratio’s which give a snapshot the state of wealth affairs. Every one of these ratio’s has been a personal wealth ratio because managing personal…

Our Savings Ratio | Part 1

Our Savings Ratio | Part 1

Part 1 of 3-Part Series And so, we come to perhaps the most discussed topic in personal finance and maybe finance overall, saving! We’ll explore the savings ratio which is included in our list of vital personal wealth ratios, but we’ll also explore why some save more than others. It seems like a straightforward topic, but there are a lot…