build wealth

One best action step you can take to build wealth is to keep good records. I just experienced a small earthquake near my home and it made me think about if I was prepared for a disaster. Of course, I have all of my insurance in place- health, property,life and disability. But there are many […]

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 […]

  It’s summer time and people are going places. The kids are out of school and many vacation plans are laid out. It’s also a time when people reflect on their personal development. There are lots of programs to inspire and motivate you to build wealth – there is the book called the Secret, and […]

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 […]

Many people don’t bother reviewing their federal tax return after it has been prepared. That’s a big mistake. As a Financial Advisor, I always insisted on reviewing the federal income tax forms with the client. I can find out a lot about the accounts and the investments of a person through a review of these […]

I have been a big fan of these 7 steps to build wealth since I have been a Certified Financial Planner for over 26 years and have used them successfully with clients. You won’t find any get rich quick to make up your losses fast schemes here. You will find common sense, everyday action items […]

Nearly half of the investors in a survey said they had never worked up a comprehensive financial plan to build wealth with a professional – according to Opinion Research Corp, of Princeton, New Jersey which conducted the poll for MoneyTrack, a public television series. See if any of these 3 wealth building mistakes apply to […]

In order to build wealth you need a good financial plan. Most people start by talking with a Financial Advisor or a Stock Broker.  The most unfortunate thing that happens is that they ask for advice right away without even considering what it is that they want.  A financial professional can guide you to what to […]

Buying your home is one of the biggest financial decisions you will make in your life and your first path to build wealth. Don’t hurry through this process or it will cost you dearly. These are 7 of the most common mistakes I see: 1.Getting a house in a neighborhood that does not support your […]

I get that question all the time and I laugh. What’s good?  What is on a hot streak? There are lots of investment products out there that can build wealth and people treat these things like shiny new objects to pick off the shelf. Every investment will have some sort of risk, some range of […]

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