RESOURCES
Useful Articlesand Resources
Third Meeting with a CFP® – Goal Setting and Budgeting
By Jay Zigmont | Jan 23, 2023
Anna (from We’re Not Kidding) and her husband, Grant agreed to have their financial planning process recorded and shared. Get a rare look behind the scenes of what it is like to work with a CFP® professional. This is the third session we held, the first one is here, and the second one here. In this session, we […]
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Year-end look back – start next year on the right foot.
By Jay Zigmont | Dec 23, 2022
At the end of each year, we need to look back and forward. We need to look back to understand what worked and what didn’t, while we need to look forward to understand what we can do differently for next year. The goal isn’t to beat ourselves up for the past year but to understand […]
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A portrait of Childfree Freedom – Amelia and Matt
By Jay Zigmont | Nov 15, 2022
Amelia 29, Female, Married, Colorado Bachelor’s in Sustainable Business Sustainability Manager Matt 33, Male, Married, Colorado Automation Design This portrait is one of 26 real life stories presented in the book, Portraits of Childfree Wealth. You can download a free copy here. Amelia and Matt have been married for nine years and are living their best lives […]
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4 Things Every 20-Something Should Know About Money
By Childfree Wealth | Nov 14, 2022
Developing good money habits in your early adult years can help you position yourself for financial stability and better grow your wealth over time. The sad truth is that many young adults in their 20’s are unaware of how to best manage their money and will often regret the monetary decisions they made in their […]
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Struggling With ‘Lifestyle Creep’? These Tips Can Help
By Childfree Wealth | Nov 8, 2022
You just got a raise at work or a new higher-paying job? Congratulations! It feels wonderful to have more money coming into your household, and if you’re Childfree, you can spend that money in any way you wish. But making more money can be a double-edged sword. Why is this? Two words: lifestyle creep. Lifestyle […]
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A Childfree Portrait of Too Many Choices
By Jay Zigmont | Nov 1, 2022
Autumn 28, Non-binary, Married, Oklahoma Associate’s Degree in Business Changing Careers This portrait is one of 26 real life stories presented in the book, Portraits of Childfree Wealth. You can download a free copy here. Autumn is 28 and has been married for almost a decade. Autumn is an actress, audiobook recorder, and writer. She hopes one day […]
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Live Alone? Here’s 5 Tips to Manage Your Costs
By Childfree Wealth | Oct 27, 2022
The Childfree life certainly comes with many advantages. One of the biggest for me personally is the ability to live in a way that benefits me, without regard for children’s needs. If I had kids, I would have to consider not only the physical location of where I live (I hear that school districts are a thing […]
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A Portrait of Fear – Childfree Wealth
By Jay Zigmont | Oct 25, 2022
Cathryn 37, Female, Single, New Jersey Bachelor’s in Creative Writing This portrait is one of 26 real life stories presented in the book, Portraits of Childfree Wealth. You can download a free copy here. Cathryn is an artist and a musician. She has her own art business doing tissue paper collages to create images for children’s rooms […]
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Childfree Wealth’s Mission, Vision, & Core Beliefs
By Jay Zigmont | Oct 24, 2022
Mission, vision, and core beliefs matter. At Childfree Wealth®, we use these to guide our life and financial planning practices. Mission Empowering the childfree community to plan an amazing life. Vision We inspire childfree people to define and pursue their greatest impact. Core Beliefs Our promise to clients We plan for life first, then finances […]
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Charitable Giving for Childfree People
By Childfree Wealth | Oct 24, 2022
Without obvious heirs, Childfree people have decisions to make regarding their estate plan or what happens to their money when they pass away. It’s common to see some of the leftover money go to family like siblings or nieces and nephews, but what’s as common is making an impact or establishing a legacy. Childfree people make […]
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