5 (More) Money Rules You May Want to Borrow

We share 5 more “money rules” adapted from Ramit Sethi, best-selling author of “I Will Teach You to Be Rich” and more importantly BFF of VFS (and secretly my personal idol). They stem from years of real-life experience, so you may want to adopt or adapt them. ...

5 Money Rules You May Want to Borrow

Ramit Sethi, best-selling author of “I Will Teach You to Be Rich” and more importantly BFF of VFS (and secretly my personal idol) has 10 money rules he follows. Let’s go over 5 rules this month, and 5 more next month. They make a lot of sense, and you may want to...

The Truth About Work-Life Balance

We share a practical, real-life way to assess “balance” in your life.

The 4 Stages of Your Financial Life

We present one way to look at the evolution of your financial life.

Do You Have What It Takes to Grow?

Whether you are in a position to teach or to learn – or both – are you in the right environment?

How to Finally Understand KPIs

Most of us would rather get a tooth pulled with no Novocaine than read through financial reports sent by a CPA. Understanding those boring reports is, however, critical to the health of your practice and the quality of your retirement. We asked Jason Coppens, a small...

Keeping Up with the Joneses

You’ve heard and likely used the expression “keeping up with the Joneses.” This expression was invented by Vet Financial Summit’s co-founder Dr. Meredith Jones’ great-great-grandfather.* A recent survey, conducted by OnePoll on behalf of Wilsonart, sheds some light on...