Wealth Management Blog

Ian Powell announces Financial Serenity's shift to independence. Leaving the Ramsey SmartVestor Pro platform, Ian focuses on personalized financial advice and cost-effective investing through direct ownership. Discover how this move aims to better serve clients.
Ian Powell
10/10/2023 09:58 AM - Comment(s)

My book club's recent selection was "Invested," which offers readers a 12-month roadmap to financial freedom. Its tagline is "How Warren Buffet and Charlie Munger Taught Me to Master My Mind, My Emotions, and My Money (with a little help from my Dad)". At its heart, this is ...

Sandra Park
09/15/2023 03:12 PM - Comment(s)

The Power of Sinking Funds: Save Smartly for Future Expenses

In the world of personal finance, the phrase "sinking fund" might not sound too appealing. The word "sinking" generally isn’t associated with positive connotations, after all. However, when we delve deeper into the conce...

Sandra Park
09/15/2023 03:12 PM - Comment(s)
Bundle Auto, Homeowners, and Umbrella insurance for max coverage and savings. Know the ideal policies
Ian Powell
09/12/2023 02:05 PM - Comment(s)
Letting Go of Shiny Things

Do you remember Tomatoa, the crab in Moana, who sings "Shiny" and obsesses over collecting everything that sparkles and glitter? It's easy to relate to Tomatoa. Our world is filled with shiny objects that demand our attention and resources. Jeff Foxworthy says it well, "Rednecks like ...

Ian Powell
08/01/2023 11:45 AM - Comment(s)