HOW DO WE INSURE?

At the end of the last blog I said I would write about a key change in the financial services world which boils down to is your sales person required to offer you the best product for you–acting as your fiduciary– or simply one that is “suitable”. A subtle difference that at this point may …

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BUILDING A LIFE BY DESIGN

Start With the Key Financial Areas There are six key areas to examine when building your financial life by design. I’m going to explain why they all matter and then explore each one in more detail in subsequent writing. By the way,  in completing the Certified Financial Planner™ (CFP®) designation an advisor will be tested …

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A PLACE TO START IN 2017…

Are you the Hammer? I read a lot, mostly financial and self help topics. While doing that I pick up phrases, snippets of wisdom, and pearls of advice that resonate with me. Some of my earlier blogs have been built around song lyrics that I feel encouraged to share. Simon and Garfunkel sang in  El …

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NOW WE SEE IT, NOW WE DON’T

It all started on June 24th-the stock market’s reaction to the UK leaving the EU. The Dow Jones Industrial Average dropped from just over 18,000 to barely above 17,400 in one session. Britain’s exit–Brexit–had surprised almost everyone and markets don’t like surprises or uncertainty. With an over 500 point drop in one day could this be the …

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MOM KNOWS BEST

Be a Good Son or Daughter Mother’s Day 2016 has just past. Almost time for a mid-year check-in on progress. Would Mom be pleased with your performance? No one wants to disappoint their mother, ever. But we know that is a tall task. Mom always has high expectations for us and knows we can meet them …

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A CHANGE FOR THE BETTER

It’s the end of a year and start of another. Naturally many of us are thinking about making changes in our lifestyle that will create a better  “us.” I encourage people to reflect on their life and make changes when they feel it is warranted. Change does not always mean progress, but progress rarely comes …

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WINNING THE RACE IN 2016

LIFE IS A MARATHON, NOT A SPRINT Thus, winning in 2016 or any given year is the equivalent of running a mile at a pace you want. A great way to start looking at 2016 and setting your pace is to finish evaluating 2015. Was 2015 a good year for you and how optimistic are you …

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FREE REPORT – Will You Ever Be Able to Retire?

3 Hidden Mistakes You Must Avoid If You Ever Want to Retire Comfortably … and What You Can Do Right Now To Prevent Them

SECURE YOUR FUTURE

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