5. Investment Planning
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Love and Investments
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.…
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Why You Need a Mortgage
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…
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Home or Investment?
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…
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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 Biggest Mistakes When Buying a House
Buying your home is one of the biggest financial decisions you will make in your life and your first path to build wealth. Don’t hurry through this process or it will cost you…
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What’s the Best Wealth Building Investment Right Now?
I get that question all the time and I laugh. What’s good? What is on a hot streak? There are lots of investment products out there that can build wealth and people treat…
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Build Equity Build Wealth By Knowing How to Refinance
To build wealth in real estate you need to know when a good time to refinance your mortgage is. Getting a good rate and at a low cost helps build equity fast and…
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Municipal Bonds-Safe Haven or Risky Business?
I once practiced in an office building where a large legal firm was right next door. A few times I would have casual conversation with the attorneys. I remember one in particular who…
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Build Wealth In Down Times with These 5 Tips
In challening times like this it is hard to build wealth . As part of your personal do it yourself financial plan you need to be able to ride out economic downturns associated with high…
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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…