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When you obey these 3 laws of personal finance, you discover the truth. Saving a million dollars in 30 years is really not mission impossible.
We don’t have to have great wealth or a worldwide reputation to make a difference. All we need is heart. Join me in a journey to discover a different way to plan. #PoweredByPurpose
Fearless Investing Starts with a Plan The 3 Keys To Fearless Investing After the 2008 Financial Crisis, we created this guide to take the guesswork out of Investment Management. Like all Investment Advisors, we wanted to deliver better results. To do that, we designed an investment strategy that provides respectable returns when the market goes …
Risk and RiskAlyze and Your Risk Number Did you know human beings are two and a half times more concerned about avoiding losses than they are about achieving potential gains? That’s one of the reasons humans tend to sabotage their own investing, selling when they get scared, missing the recovery and buying back in when the …
Aretha Franklin Estate Plan Failure Aretha Franklin will always be The Queen of Soul. But her body died last week after a long battle with pancreatic cancer. Aretha Franklin left behind no will or estate plan and she died at 76. Having no plan is actually a plan, its just not a good plan for the …
Houston CPA CFP Team planning model is for you if you’re a successful family or business owner who is occasionally frustrated or downright depressed about the amount of taxes you pay every year? Have you ever wondered why your CPA only provides tax preparation services, but doesn’t give you great advice to… 1. Reduce Your …
Vision and Purpose are the topics of today’s conversation with my friend Rob Challenger of Tremont Street Advisors in Galveston, Texas. I’ve come to believe that most people’s choices with financial planning only make sense when they’re moving in a clear, purposeful direction. If you try to make financial planning decisions without a sense of …
Wealth building for women can become an ever-growing challenge in the never-ending pursuit of a balanced life. Basic budgeting for daily consumption, children’s education funding, personal expenses, recreation, and financial independence are a few essential elements of wealth building for women and their families. If you’re a woman building wealth in your professional career or …
Wealth building for women can become an ever-growing challenge in the never-ending pursuit of a balanced life. Basic budgeting for daily consumption, children’s education funding, personal expenses, recreation, and financial independence are a few essential elements of wealth building for women and their families. If you’re a woman building wealth in your professional career or …
Investment Strategy Ideas for 2018 Investment Strategy is only one part of Wealth Management but anyone who understands risk and reward knows that better Investment Strategies produce better results in your portfolio. In this short post I’m going to show you how I layer four investment strategies to design an overall investment strategy that helps you Minimize …