Archive for March 2013
Retirement questions to ask yourself
A recent study in Money Magazine found that “making better decisions can dramatically boost your income in retirement.” The decisions that affect your income during retirement are not really the nitty-gritty investment choices that you might expect—whether or not you should by a certain stock, for example. Instead, the questions are more broad, even personal.…
Read MoreHousing comeback prompting economic growth
More often than not, the media portrays doom and gloom with regard to the economy and the fate of Americans. However, I don’t believe this to be the case. With every entrepreneur and forward thinker that I meet, I am increasingly convinced that the economy is not as bad as the media depicts and that…
Read MoreWhy Golf Great Phil Mickelson is making changes and you should too.
No Dr. Phil, but “Lefty” is fed up with the Fed and so much so he’s ready to make drastic changes. Even the financial magazines are picking up on the story, relating it back to other wealthy people. Phil lives in California, the hardest hit of all states along with New Jersey when it comes…
Read MoreLessons from Mike Tyson
Mike Tyson, the heavy weight boxing champion of the world and one time invincible force in the ring and in the media landed on hard times several years ago. He is now in dispute with the financial planning firm over damages and losses. (read the story here – http://www.fa-mag.com/news/tyson-sues-former-financial-advisor-13462.html) This case highlights the misguided relationship…
Read MoreArbor Day in Alpharetta
Once a year on Arbor Day, members of the Alpharetta community gather together to celebrate the spectacular natural areas present in our city, including the Alpharetta Big Creek Greenway, the Alpharetta Arboretum at Wills Park, and Rock Mill Park. This year’s Arbor Day in Alpharetta Celebration will take place in Rock Mill Park, located on…
Read MoreNot Fiscal Cliff Discouragement…Personal Peace (part 3)
I find most wealthy people tied up in knots about their wealth and what to do with it…not literally and certainly not visibly. In fact if you asked them they’d say, “I’m pretty well set, I think.” Maybe you’re even thinking you just want to stay doing what you’re doing for now. Honestly, I don’t…
Read MoreNot Fiscal Cliff Restraints…Personal Freedom (part 2)
Does understanding tax law ever make you feel handcuffed and unclear about the best decision to make about your wealth? If so, you’re not alone. It is said that Joe Robbie, the former owner of the Miami Dolphins had estate documents waiting for his signature sitting on his desk before he passed away…but he never…
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