4. Identify Goals
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Happy Valentine’s Day- Now Love your Financial Self!
Happy Valentine’s Day ! Valentine’s Day, a day that we express our love for each other. One of the things I realized growing up in the world was that you have to…
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Investors Good At Hurting Themselves: Investor Returns vs Investment Returns
In 2009, Morningstar did a study comparing mutual fund returns vs investor returns. Here is what they got: Fund Category Fund Return Investor Return Investor Lag Large-Cap Blend -1.4% -5.7% -4.3% Large-Cap Growth…
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Why You Don’t Reach Goals And Why You Will This Year
You don’t make goals because you are afraid of failing. So I am going to give you permission to go ahead and make some goals and fail at achieving them. Because after you…
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The 20% Return You Won’t Get
A friend called me up to chat. He has had a great career and just completed a CEO post. He had just gotten a check from a company he worked for over 20…
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Putting Your Money Where It Matters- Mindfully
I want to change the way you think about money! It’s hard to find the real truth in financial information today and even harder to know whom to trust. That is about to…
- 1. Cash & Credit, 2. Risk Management, 3. Estate Planning, 4. Identify Goals, 5. Investment Planning, 6. Retirement Planning, 7. Tax Planning
Does this Wealth Program Really Work?
I received this reader question recently and wanted to respond publicly: “I would like to no more about this programs and does it really works? I have made a few investments on the…
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Have You Fixed Your Nagging, Unfinished Tasks (NUTS)?
Have you fixed all your Nagging, Unfinished, Tasks, (NUTS) that keep you from building wealth? Most people don’t move until the last minute to finish their NUTS especially when they come to see…
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Awesome New Ebooks to Help you be Wealthy
I have 4 ebooks on Amazon that have been published. I know that these ebooks will give you information that you can take to the bank. In fact, I am so sure -that…
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Brokers versus Fiduciary-What’s the Dif?
Investors are taking a hard look at the people managing their money. HighTower Advisory, has been a visionary on this issue for over a decade. This whiteboard video cleverly explains the difference between…
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5 Reasons Why You Are Not Wealthy
One of the first things I learned when I had a coaching client was that the client had to be coachable. I didn’t really understand that since everyone wants to make money, and…