October 21, 2025

October is Cybersecurity Awareness Month, and as your trusted financial planning partner, we want to help you stay safe in today’s increasingly digital world. Cyber threats are evolving rapidly and protecting your personal and financial information is more important than ever.

Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth – September 24, 2025

When people think of financial success, they often focus on skills, strategy, or hard work. While those are important, how you conduct yourself matters just as much. As the principle states: "Honesty and generosity create lasting success, while dishonesty and greed lead to loss and instability."

Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth - September 16th, 2025

When it comes to financial success, the biggest difference between those who thrive and those who struggle is their approach to work and responsibility. As the principle states: "Hard work creates stability and success, while laziness leads to struggle and missed opportunities."

Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth - July 22, 2025

Building financial success isn’t about luck—it’s about consistently making smart, well-informed choices. As the principle suggests: "Lifelong learning and good judgment lead to success, while impulsive decisions create setbacks."

Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth, July 14, 2025

Success in personal finance isn’t about luck—it’s about making informed, thoughtful choices. As the principle suggests: "Seek wisdom, make informed decisions, and prioritize long-term thinking for lasting success."

Having a Financial Plan Matters — Especially When Life Throws You a Curveball
Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth

Life has a way of surprising us - sometimes in good ways, and sometimes with unexpected costs we didn’t see coming. Recently, I met with clients who found themselves facing exactly that. They’d been doing all the right things: working hard to improve their finances, setting aside money every month for home maintenance and unexpected expenses, and steadily building up their emergency fund.

Brad Smith, CIM, Senior Investment Advisor, Advice First Wealth, June 19, 2025

When we hear the word capital, most of us think about money - financial assets, investments, and inheritance. But the truth is, we are all stewards of multiple forms of capital, whether we realize it or not.

Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth – June 10, 2025

One of the biggest threats to financial success isn’t just bad decisions—it’s the fear of missing out (FOMO). As the principle suggests: "Stay alert, practice self-control, and don’t let FOMO drive your decisions to protect your long-term success."

Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth - June 2, 2025

Financial success isn’t just about making money—it’s about managing it wisely. As the principle suggests: "Be disciplined, avoid financial traps, and take responsibility to secure long-term success."

Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth, April 30, 2025

When it comes to money, one of the biggest challenges is resisting short-term temptations in favor of long-term security. As the principle suggests: "Avoid short-term temptations and stay committed to wise choices for long-term stability and success."

Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth, April 22, 2025

Financial success isn’t just about earning money—it’s about staying focused on smart financial habits over time. As the principle suggests: "Stay focused on continuous learning and disciplined decision-making to ensure long-term success and security."

Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth, April 7, 2025

Achieving financial success isn’t just about how much you earn—it’s about how wisely you manage what you have. As the principle suggests: "Prioritize wisdom, discipline, and long-term thinking to achieve stability, success, and peace of mind."