10 Questions to Ask Your Financial Planner

By Lucas Casarez, CFP®

Meeting with a financial planner for the first time can be a stressful experience. Many times it is the first time that you may be opening up about your finances. The great news is that most financial planners truly enjoy helping people and like most things that we stress out about, it ends up being a significantly better experience than you would expect. Most people work with their financial planners for the rest of their…

8 Ways to Significantly Increase Your Income

By Lucas Casarez, CFP®

What is a significant increase in income? Really that is up to you to decide for yourself. All of the items outlined below range from a potential increase of 1% with very little effort to as much as 100% but takes a lot of your time and energy. Increase Income with a Raise Asking for a raise is not easy. Early in my career, I shied away from asking for raises and I know I…

How Should Married Couples Split Finances Strategy Guide

By Lucas Casarez, CFP®

How should you and your spouse split your finances? Financial issues are one of the leading causes of divorce, so it is important to start out strong. Unfortunately, there is not a magic bullet. It does not make sense that there would be only one way to approach finances as a married couple. Instead, I will provide you various scenarios and examples that you may wish to model for your family. Do you know you…