Financial Advice, Financial Planning, Wealth Management / 18.02.2019
The Tax Man Cometh
Saving money can save you money....
Financial Advice, Financial Advisor Blog, Financial Planning, Wealth Management / 11.02.2019
Old Blue
I saved 40% on premiums for the same, exact coverage I always thought I’d been getting a good deal on. Ultimately, we saved close to $2,400/year on insurance premiums just by taking a little time to shop. ...
Financial Advice, Financial Planning, Wealth Management / 28.01.2019
The Chicken Coop
By consolidating your business, you'll save time, save money, qualify for perks, & receive better service....
Financial Advice, Financial Blog, Financial Planning, Retirement Planning, Wealth Management / 07.01.2019
Simple Is Beautiful
One of the reasons most people never try to become wealthy is because they think it’s difficult to do. It’s not. The wealthy know how easy it is, which is why they were able to create their wealth....
Financial Advice, Financial Planning, Retirement Planning, Wealth Management / 24.09.2018
Uncommon Nonsense
“Well, I never heard it before, but it sounds uncommon nonsense.” - The Mock Turtle; Alice In Wonderland Social Security is a subject that will light a fire under all of my customers, regardless of age, gender, socioeconomic level, or politics. Everyone is disappointed in our Social...
Financial Advice, Financial Blog, Financial Planning, Uncategorized, Wealth Management / 20.08.2018
Trousseau
“A father is someone who carries pictures where his money used to be.” - Frank Howard Clark My wedding was a very simple & inexpensive affair. When we became engaged, Donna stated that she wanted a very low key, down-to-earth, wedding. I told her that if that’s what...
Financial Advice, Financial Planning, Wealth Management / 13.08.2018
K.I.S.S.
“If you would be wealthy, think of saving as well as getting.” - Benjamin Franklin It is easy to become wealthy in the United States. There is nothing difficult about it. I’ve written about several easy ways to become wealthy. I’ve done videos about easy ways to become...
Blog Post, Financial Advice, Financial Advisor Blog, Financial Planning, Wealth Management / 30.07.2018
Money Machine
“Housing is a consumption decision, not an investment decision.” - Todd Sinai, PhD; Professor of Real Estate & Business Economics Last week we discussed why your house is not an investment and why anyone who says otherwise is wrong. However, we did decide that it’s much better...
Blog Post, Financial Advice, Financial Advisor Blog, Financial Planning, Wealth Management, Wealthy v Poor / 20.07.2018
The Money Pit
“Your house is not an asset, it’s a liability. And if it’s your largest investment you’re in trouble.” - Robert Kiyosaki; Rich Dad, Poor Dad Your house is not an investment and anyone who says otherwise is wrong. Just about everyone will argue with me about that statement. And...
Financial Advice, Financial Planning, Uncategorized, Wealth Management / 09.07.2018
Beaver Traps & Wolf Snares
“Debt is like any other trap, easy enough to get into, but hard enough to get out of.” -Henry Wheeler Shaw A few weeks ago a study of financial illiteracy among American adults prompted me to begin writing about some of the basic documents everyone needs to...