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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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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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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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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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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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Do-It-Yourself Financial Plan Step#5 Investing
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…