wealth coach

  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 […]

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 […]

Why You Need a Mortgage

by Fern Alix LaRocca CFP® EA · 0 comments

You need a mortgage. Sounds crazy right? Isn’t sound financial planning and wealth building strategies all about saving and investing? Not necessarily. It is about saving and invest and keeping more of what you earn. That means keeping a careful eye on taxes. One of the biggest tax deductions (other than your retirement plans like […]

Home or Investment?

by Fern Alix LaRocca CFP® EA · 0 comments

After 8 months of looking, and being outbid twice (yes, Bay Area real estate is still hot in certain areas), I finally found a home to buy. Every time I think that prices cannot go any higher – they go higher… and higher. What does this mean for all of us? For people trying to […]

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 […]

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 […]

The First Simple Truth About Money was about procrastination and financial fuzziness. The idea is that your non-actions around money can lead to bigger difficulties down the road. If you read the post, I hope that it caused you to make some behavioral changes. (Please write a comment and let me know if it did!) […]

Investing is the 5th step of 7 in a do it yourself financial plan. Most people don’t understand that to build wealth you have to invest. A combination of saving and investing is important to your successful do it yourself financial plan. By doing both, you automatically lower your risk, increase your potential return and […]