communication-cartoonTalking about money can be a difficult subject and even more so, with your partner. It can be a major hurdle to overcome without an easy flow of communication. In his latest column, Bill outlines the steps to achieve good financial health. He acknowledges that you and your partner may have grown up approaching money issues differently, which can create their own challenges. However, forming an emotional space where both of you can talk freely is the first step to success. The big challenge is to move forward with this understanding, recognizing that although there will be differences, you still can create financial harmony.”

Bill Schultheis
As the author of The Coffeehouse Investor, Bill Schultheis is also a Financial Advisor and Co-founder of Soundmark Wealth Management.

The Three Principles

1. Save for a rainy day.

Develop a long term financial plan.

2. Don’t put all your eggs in one basket.

Diversify in different asset classes.

3. There is no such thing as a free lunch.

Capture the entire return of each basket, or asset class, through low cost index funds.

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The Coffee House Investor Book Cover

THE COFFEEHOUSE INVESTOR BOOK

How to Build Wealth, Ignore Wall Street & Get On With Your Life
by Bill Schultheis

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Who is The Coffeehouse Investor?

This non-commercial web site is for investors across the nation and around the world who recognize and embrace the sophistication of simplicity in their investment portfolios as well as their personal lives.

The Coffeehouse Investor does not provide financial advice - our purpose is to provide creative education for investors who want to build wealth, ignore Wall Street and get on with their lives by making informed, intelligent investment decisions.