How do you win and achieve success? For the three plus years of owning my own business and working with thousands of clients, there are a few things that I have learned about winning. I have broken them down into five main categories. If you follow these, I am confident that you, too, will see success.
Tag Archives: Personal FInance
IRA Basics: Understanding Your Retirement Account
Regardless of whether you already have an IRA or are interested and in need of getting an IRA, this blog will provide some helpful information to better understand this investment account.
A Matter of Perspective and Priorities
What an interesting concept – success. How do we define success? What is our passion? Are things more important than time with our loved ones? What is the price we are willing to pay to kiss our child or children and spouse good night? For me, there was no price. I remain resolute in my decision. I understand the difference between a job and one’s passion or mission. What began as a hobby and a desire to help others is now my full time endeavor.
My Top Five Index Funds
Investors are always trying to beat the market and to time the market, and they continue to lose. Index fund investing has proven over time to be the most successful way to win in the market. I’m here to give you some advice about the top five index funds that you may want to consider for your investment portfolio.
What’s in Your Investment Portfolio?
I can help you with is the process of deciding what is best for your individual needs, thus enabling you to choose the investments that will fit your financial goals and your personal needs. Finances are personal.
Why Investment Returns Aren’t That Important
Like any good, structurally sound building which has a strong foundation, the wealth triangle is the cornerstone to building wealth. There are three components to the wealth triangle: time, contribution, and return but TIME is by far the key element in building wealth rather than returns or contribution.
Life Happens – Plan Wisely and Be Ready
This blog is a bit different from my other ones. It is not just information that I am passing along to you about how to budget, invest, or save, but is my perspective on the WHY.
Estate Planning Decoded- The Why, How, and Who
Estate planning is necessary to ensure that assets will be secured for loved ones upon death or incapacitation as well as making sure children, if there are any, are cared for according to the person’s wishes. It does not need to be complicated, but you do want to make sure that it is done properly.
The Stock Market – Gloom and Doom
The stock market is YOU. People are what fuels the companies and, in essence, are the market. Don’t buy into the fear. More importantly, if you start buying into the idea that the stock market will fail or even crash, you are betting against yourself.
The 8 Reasons You Should Consider a Trust
Trusts are also somewhat of an enigma which often tends to scare people into inactivity, causing even more problems in the long run. So let’s dispel some of the myths about trusts and delve into the eight main reasons why they are beneficial and even necessary.