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Dollars and Good Sense provides valuable tips and insight on how to better manage your finances. We always want to see our clients grow in their knowledge of their own personal finances.

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8 September 2019

Back-to-School Expenses Recovery Plan for Parents

“What does Christmas and September have in common for most parents?”  If you guessed that, they both are high expense periods, then you are “right on the money”. If you feel like you need a back-to-school financial recovery plan; this article can be your guide to getting started.

25 August 2019

Conquering Back-To-School Expenses 

Ding–a-ling-a-ling, soon the school bell will be ringing again! It is amazing how several little costs add up to a major expense.  How much does it really cost to send your child(ren) to school?  Here is a budget template to ensure you: 1) capture your expenses accurately  2) have an accurate knowledge of your total costs and/or 3) determine any shortfall you may have. 

To get a true picture of how much you need to budget for the year, you can do a breakdown of the monthly and termly expenses; to do so, please divide the annual expenses by 12 or 3 respectively.  

12 August 2019

Children’s Education:  Get The Advantages that Only a Few Parents are Reaping

If scoring a goal in a game of football would determine whether or not, you would have enough money to send your child to university, would you prefer to play the game blindfolded or not?  Immediately, Karen erupted with “I would want to see so I could angle my body correctly, plus have an expert to help me to score that goal.” “So why are you saving towards your children’s education blindfolded Karen?” I asked.

21 July 2019

The Secret Others Have Used to Afford their Own Home

Would you want a 78%* return on your money, after 5 years? Yes, 78%!  It almost sounds too good to be true, but it is, just ask Dru, who used the JMMB Optimum Capital (Real Estate) Fund and is now able to afford his own home. 

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