by Joseph Francis | Apr 6, 2018 | Budget Boss, Budgeting, Budgets, Dave Ramsey, Debt, Emergency Funds, Emergency Savings, Employment, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, Goal Setting, Goal-Oriented Planning, Insurance, Investing, Jobs, Joseph James Francis, Millennials, Minimalism, Money, Saving, Saving Money, Tax-Free Savings Account, TFSA, Wealth, Wealth Building, Wealth Planning
Friday, April 6, 2018 Resolution Checkup: How Was Your First Quarter of 2018? We have now entered the second quarter of 2018. While winter struggles to hang on, brighter and longer days are upon us. It will soon be summer and a pressing question I have for all my... 
by Joseph Francis | Apr 4, 2018 | Budget Boss, Budgeting, Budgets, Child Life Insurance, Debt, Declined For Life Insurance, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, Group Insurance, Insurability, Insurance, Joseph James Francis, Life Insurance, Money, Mortgage Insurance, Saving, Saving Money, Term Life Insurance, Whole Life Insurance
Wednesday, April 4, 2018 The 1 Financial Product Everyone Should Have There are no “one size fits all” items when it comes to personal finance. In our training as financial advisors, we are taught to understand the client’s situation, learn about their... 
by Joseph Francis | Mar 28, 2018 | Budget Boss, Budgeting, Budgets, Debt, Emergency Funds, Emergency Savings, Employment, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, Goal Setting, Insurance, Investing, Investment Strategy, Investments, Joseph James Francis, Millennials, Saving, Saving Money, Wealth, Wealth Building, Wealth Planning
Wednesday, March 28, 2018 16 Money Myths That Are Straight Up Lies! Ever get confused about the messaging you hear about personal finance? On one hand, having a credit card is evil and you should cut yours right now. On the other, you need a credit card to build... 
by Joseph Francis | Mar 8, 2018 | Budget Boss, Budgeting, Budgets, Debt, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, Goal Setting, Goal-Oriented Planning, Insurability, Insurance, Investing, Joseph James Francis, Life Insurance, Money, Mortgages, Registered Retirement Savings Plan, Retirement, Retirement Planning, Saving, Saving Money, Teaching Children About Money, Wealth, Wealth Building, Wealth Planning
Thursday, March 8, 2018 My Money Karma Theory What does this title mean? Has the Budget Boss gone crazy? Possibly, but hear me out. It’s the one-year anniversary of Budget Boss tomorrow and after a whole year and 290 plus posts about personal finance, I figured I... 
by Joseph Francis | Mar 6, 2018 | Budget Boss, Budgeting, Budgets, Debt, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, Insurance, Investing, Investments, Joseph James Francis, Life Insurance, Money, Saving, Saving Money, Wealth, Wealth Building, Wealth Planning
Tuesday, March 6, 2018 My 6 Point Focus on Wealth We all have things that interest us in life. The main purpose of proper financial planning is so that you can live your life the way you wish, not the way you have to. Being successful with money will translate into... 
by Joseph Francis | Mar 5, 2018 | Budget Boss, Budgeting, Budgets, Debt, Emergency Funds, Emergency Savings, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, Insurability, Insurance, Joseph James Francis, Money, Net Worth, Saving, Saving Money, Wealth, Wealth Building, Wealth Planning
Monday, March 5, 2018 7 Things I Have Learned in the Past Year Since joining the financial industry, I have met many different people and taken a glimpse into their personal lives. In the past year since launching my website, I have had many people open up to me about... 