1. Cash & Credit
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Interest Rate Scare!
Whew! Everyone was expecting an interest rate increase… but it didn’t happen. Now what? For Banks: They can’t raise the rates on those variable rate mortgages and other loans For…
- 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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A Wealth Coach Will Take You There
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.…
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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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The 7 Steps to Build Wealth in 2012
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…
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Tax Savings means Extra Cash Flow in the New Year
Just 17 more days left to save money on taxes- do some of these easy tax saving tips for cash in your pocket in new year (Note: I personally have done 3 of…
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You Deserve to Be Paid
You deserve to pay yourself first and it is the most important element of building wealth. I hear all the time about how difficult it is to save and invest money. We all…
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Build Wealth By Increasing Your Happiness and Your Net Worth
I have met lots of folks who believe that to build wealth they need to make a big salary- then it’s all good. Well, wake up, because it ain’t . Inflation and taxes…
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About That Free Financial Plan
Have you worked with or been approached by a financial advisor who offered you free financial planning services? It sure seems hard to beat free and is pretty easy to agree to that…
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Do-It-Yourself Financial Plan Step #1 -Cash & Credit
Do-It-Yourself Financial Plan Step #1, Cash and Credit Cash flow is where you start. You may not think that you have cash flow but if you are earning money either through a job…