The term “Financial Planning” is tossed about in the financial services industry as if it's a byproduct of something else. This poses the question: “What is Financial Planning?” Explaining the process of Financial Planning might best be said by … [Read more...]
Fundamentals is where it all begins and sets the stage for growing future wealth. Take control of the basics and you're in a position to build towards your personal financial goals.
Spend time in this category, become familiar with these topics.
Life throws us curve balls and sometimes life will “strike" you out… literally. Here’s what I mean; you’ve worked hard and your career is taking off. You married your sweetheart, have babies, bought that dream house, and are driving around in a … [Read more...]
Why it is important to know if you are working with a fiduciary… There's a big difference between the term “Registered Representative” and “Registered Investment Advisor.” Most are unaware of these differences. Registered Representative work for … [Read more...]
Create a statement of net worth If you don’t measure it you cannot improve it. A statement of net worth will let you see your strengths and weaknesses and show you threats as well as opportunities (the old S.W.O.T. analysis thing). What are your … [Read more...]