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BRIO Financial Planning

Fee-Only Financial Planning Services in Quincy, MA

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January 20, 2023 by Michelle Morris

Capture Those Dollars!

Recently, in a meeting with clients, we realized their car loan would be paid off in two months.  I rang the   and said “That’s terrific and now I recommend you…” and they finished my sentence shouting in unison, “capture those dollars!”  I guess they’ve heard me say that before….probably many times!  It’s my standard response to increased cash flow. Why am I so fixated on capturing dollars?  Because unless you win the lottery or inherit a big pile of money* you must spend less than you earn in order to build wealth.       *Note: I don’t recommend playing the lottery and inheritances don’t always materialize…. Capturing …

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From The Blog

  • Capture Those Dollars!
  • Good News for Savers in 2023
  • How Will You Pay Your Taxes in Retirement?
  • Four Years Later – Micro Investing with Acorns

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From the Blog

  • Capture Those Dollars!
  • Good News for Savers in 2023
  • How Will You Pay Your Taxes in Retirement?

Important Legal Information

Investment advisory products and services are offered through advisory representatives of BRIO Financial Planning, an investment advisor registered with the Commonwealth of Massachusetts.

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Contact Us

Michelle Morris, CFP® EA
BRIO Financial Planning
1073 Hancock St. #101
Quincy, MA 02169

michelle@briofp.com
617-934-0419 (phone)
617-934-1933 (fax)

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