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The wisest man on earth had a lot to say about financial planning. Even a casual reading of the Proverbs shows us that Solomon understood the importance of having a clear, intentional plan for handling money.
The wisest man on earth had a lot to say about financial planning. Even a casual reading of the Proverbs shows us that Solomon understood the importance of having a clear, intentional plan for handling money.
The power of purpose is to build. Not just wealth… But what matters most.
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
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 …