7 Steps To Financial Independence (step#2)

April 13th, 2020

Save Early “When should I start saving for retirement?” That’s a question I hear frequently, and my answer is always the same: TODAY!!! Regardless of how old you are, the best time to start saving is now. Concerned that you can’t afford to save? Sometimes people feel that it is not worth saving anything if […]

7 Steps To Financial Independence (step#1)

April 9th, 2020

STEP #1 START WITH THE END IN MIND Stephen Covey, author of The Seven Habits of Highly Effective People, often stresses the importance of beginning any project with the end in mind. What does this mean for you, as someone who wants to ensure a safe and secure financial future? It means that you should […]

3 Flaws of Salespeople That Will Hurt You

April 7th, 2020

THREE Character Flaws That WILL HURT YOU – Ignorance, Incompetence or Incentives. 1. Ignorance- It is possible that they just didn’t know how to analyze your situation holistically/comprehensively. 2. Incompetence – It is also possible that they did not have the right resources or if they did how to apply those resources the right way. […]

Practical Financial Advice For COVID-19 Pandemic

April 5th, 2020

How can you turn this to your advantage? My advice is to think in terms of half steps. If you are considering actions such as taking risk out of your portfolio, or maybe adding it, rebalancing, making gifts for estate planning or completing a Roth conversion, these are all good ideas, but don’t jump in […]


April 4th, 2020

So what is going to happen? Let’s get that out of the way right now. No one knows. Yes, there are those that say 100 million Americans will get the coronavirus and hundreds of thousands will die. There are those who think a few thousand people will die and this will all be a distant […]


April 3rd, 2020

Quick-Reference-Guide-for-COVID-Updated-4-3 The link above is a guide that provides an overview of the key government support initiatives to aid individuals and business owners mitigate the financial impact of the coronavirus pandemic. The information below is subject to change as additional details emerge around how these programs will be implemented. Linked content is deemed to be […]

9 Steps to Build a Solid Financial Plan

April 3rd, 2020

Financial planning doesn’t have to be difficult. Yes, there is a lot of technical jargon and complicated things we do behind the scenes, but many of those things can be listed out in laymen terms. So, I thought it would be fun to list 9 things to do for an excellent financial plan, with or […]

10 Steps Of Personal Finance

April 1st, 2020

Many people wonder how they can get ahead financially. The truth is that building lifelong financial stability is less about having the best possible trick up your sleeve and more about having long-term dedication. When you consistently make good financial decisions, you’re setting yourself up for a lifetime of personal finance success! #1: Save Early […]

The Economy: Drastic Actions Can Lead to Drastic Consequences

March 31st, 2020

Could the tremendous influx of quantitative easing aimed at shoring up the economy during the pandemic unleash pent-up inflation or even lead to a dreaded debt spiral? President Trump signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), which is aimed at providing financial relief for the economic downturn caused by […]

Achieving Financial Independence = F.I.R.E.

March 25th, 2020

The traditional approach to retirement has been to put your head down and work hard until your mid-60’s, at which point you stop working altogether and enjoy the “golden years.” The idea is that you put in your time over the years and retirement is the reward for your effort; the point when you can […]