Financial Goals
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The 20% Return You Won’t Get
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…
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To Build Wealth You Must Avoid These 3 Mistakes
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…
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Attract Money by Being a Good Steward of Money
I gathered all of my receipts for 2010 and put them into large envelopes. One is for personal and one is for business. I don’t have many receipts anymore since I use a…
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Do-It-Yourself Financial Plan Step#4 Financial Goals
Do-It-Yourself Financial Plan step #4 is goals. Now that you have a strong financial foundation we can build wealth according to your time frame, your return needs, and your risk tolerance. Notice I…
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Financial Planner Helps You Discover Your Money Personality
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,…
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Women and Money-You Weren’t Born to Shop; How Your Money Personality affects Your Bank Account
Here is an interview with Cathy Curtis CFP of Curtis Financial Planning in Oakland, CA. Cathy is a fellow NAPFA member, and fee-only financial advisor who specializes in helping women with their finances.…
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7 Investment Tips From One of the Richest Men in the World
I am a big fan of Warren Buffett- but not always. Sometimes it seems like his investment tips are out of touch and just when I want to think of him as an…
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Your Mind Map Tool for More Money
We all want to make a lot of money. It’s a lot easier to make money when you know what the money is for. When you have an target in mind, the journey goes…
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Protect Yourself From a Ponzi Scheme
Bernard Madoff’s Ponzi Scheme, which allegedly helped defraud investors of $50 billion, is the latest example of how the financial services industry fails to protect those they serve. The market chaos coupled with…
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Here’s How You Can Benefit In This Crisis
Despite the government’s efforts and the billions already spent, the crisis clearly remains a long way from being resolved. Here are 3 tips on what you can do: Time to think past frustration,…