Investments

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 […]

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 […]

Love and Investments

by Fern Alix LaRocca CFP® EA · 0 comments

I’ve always talked about the problem of falling in love with your investments and I’ve seen it all over the 20 plus years in my office – tears, marital fights, family arguments, etc. As a Wealth Coach it is my job to be objective and impartial. I’m the number cruncher who can show you the […]

Make the most of what you have to make the most of your tomorrow.  Your 401K contributions are your first investment dollars. Those dollars will grow more faster than any other investment because of the tax advantages that we discuss in detail here. Take advantage of the opportunity to contribute and put the maximum amount […]