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Archive for the ‘Financial Planning’ Category

10 Things to Do in 2012!

Posted in Financial Planning, tagged , , , , , , , on January 30, 2012 | 2 Comments »

It’s time to get the checklist out again as we start a new year. You’re hearing this from a checklist fanatic. I’m always afraid that somewhere down the road I will drop the ball on something which is why I try to follow the logic of the book titled The Checklist Manifesto by Atul Gawande that [...]

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My New Year’s Resolution for Everyone

Posted in Financial Planning, tagged , , , , , , , , on January 10, 2012 | Leave a Comment »

It’s that time of year when we make resolutions for the New Year, so I am making my list for 2012. I thought I would take a different approach this year and make a list that anyone could use as their one set of resolutions. Check your credit records with each credit agency. Request your record from [...]

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The Positive State of the Union

Posted in Financial Planning, tagged , , , , , , , , , , on January 6, 2012 | Leave a Comment »

The end of one year and the beginning of another is a popular time to reflect and plan. 2011, and for that matter the first decade of the 2000’s, was pretty miserable for matters of money. Whether you are young or old, working or retired, these are difficult times. The headlines reflect the uncertainty and [...]

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20 Financial Planning Questions That You Need an Answer To!

Posted in Financial Planning, tagged , , , , , , , on November 29, 2011 | 1 Comment »

Answering financial planning questions is something that I am passionate about and absolutely love to do. Although when I think about what’s important in my business, it is not so much answering those questions (because lots of times people don’t understand, remember, or get around to it), it’s really about getting to the heart of [...]

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Mirror, Mirror…

Posted in Financial Planning, tagged , , , , , , on November 11, 2011 | Leave a Comment »

Occupy Wall Street is creating a great deal of buzz around the globe, and it is a remarkably fascinating movement to witness. No matter what side of the proverbial fence you reside on, this movement is drawing a great deal of attention to several issues our country’s leaders have long ignored. Opponents argue that there [...]

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To Our Military Members: Protect Your Financial Future

Posted in Financial Planning, tagged , , , , , , , , on November 10, 2011 | Leave a Comment »

My first real job was the U.S. Navy. I was 17 years-old and was leaving home and going to be “on my own” for the first time. The Navy taught me many things, some of which have shaped the person I have become but one thing I didn’t learn was how to manage money. My first [...]

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Where the Heck is Easy Street?

Posted in Financial Planning, tagged , , , on October 27, 2011 | 1 Comment »

From Main Street to Wall Street, people are desperately looking for Easy Street. The troubling state of affairs is infusing fear into America’s spirit like the toxic oil that pumped into the emerald Gulf waters just over a year ago. Despair and anger over economic and leadership crises have choked off the flow of creativity and optimism [...]

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The 6 Biggest Financial Planning Problems with Video Clips You Have to Watch!

Posted in Financial Planning, tagged , , , , , , , , , , , on October 26, 2011 | 2 Comments »

I feel that a picture’s worth 1000 words and a video clip is worth 1000 pictures. So I’m putting this blog together to show you the 6 things to really watch out for when it comes to financial planning. So I guess you’re getting the equivalent of 1 million words in my short blog here [...]

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Snowflakes

Posted in Financial Planning, tagged , , , , on October 19, 2011 | 1 Comment »

I’m not a very sappy person, which is to say I don’t typically wear my emotions on my sleeve. But upon some recent reflection and experiences in meetings, it’s clear to me that the old adage is true, we are all snowflakes. Despite our many similarities, no two of us are exactly alike, especially when [...]

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