4. Identify Goals

  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 love yourself first before you can love another. Wise words that everyone knows and understands. Yet we can put so many things ahead […]

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 -1.7% -7.7% -6.0% Large-Cap Value -1.8% -2.2% -0.4% Mid-Cap Blend 0.4% -3.0% -3.4% Small-Cap Blend -0.5% -6.9% -6.4% Europe/Pacific 3.1% 0.5% -2.6% […]

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 make these big hairy audacious goals, (you will laugh at how unattainable they are) but you won’t laugh at how close you […]

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 years. It was his retirement plan so I knew it had to be close to a 7 figure check. What he said […]

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 change. Among the key findings in the CFP Board (Consumer Federation of America Household Financial Planning) survey are that people today are […]

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 stock exchange through information that i got from Penny Stocks newsletters but was unsuccessful. I want  more wealth but dont no how […]

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 me, a Wealth Coach. Time and money are the biggest obstacles that keep people from getting their finances in order. But not addressing […]

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 I am going to reward you for telling the world what you got from the ebook and how it helped you. Here’s […]

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 brokers and fiduciaries and sheds light on the issues surrounding the industry.   Fern Alix LaRocca CFP® EA I’m Fern Alix LaRocca, […]

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 who wouldn’t want a professional to help them understand how to save and invest? But over the years, I realized that my […]

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