4. Identify Goals
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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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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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Are You or Your Broker In Charge of Your Wealth?
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…
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7 Reasons NOT to Worry about Money
After 26 years as a Financial Advisor, the most common fear I see in clients is not having enough money. The media shows a life without money as one without joy or hope…
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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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How to Build Wealth without Fear of the Unknown
Do you invest to build wealth because of fear of the future? You probably will say no but many financial firms want to change that. Here is why: I get lots of financial…
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Building Wealth 30 Minutes at a Time with Christine Benz
You know I am not a big fan of personal finance journalists, but I have high regards for the work of Christine Benz. Christine is Morningstar’s Director of personal finance and senior columnist for…
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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.…