Life & Planning
Financial Industry Trap
The Trap is the Prioritization of YOU Have you been to a gathering where there is that one person who walks around acting like the smartest person in the room?…
Read MoreWhat Are You Watching?
Because What Gets Your Attention… MSNBC, CNBC, Fox Business, CNN and all the others are in the same business. You are led to believe they are in the information business,…
Read MoreEven the Best Need a Breather
Taking a Breather Is a Natural Part of Life I’ve been a tennis enthusiast over the years, which means I’ve played some from time to time. Yet, I’ve been fascinated…
Read MoreWhere Do You Go?
Where Do You Go for Insights? At the start of my Monday morning workout, I flipped on one of the financial news channels. A wealth manager was a special guest…
Read MoreDo You Know?
What Is to Come… The talking heads in the media like to appear so smart. They talk so confidently about what is going to happen in the market and economy.…
Read MoreAre You Ready?
Being Prepared Is Important Are you prepared? When our kids were babies, my wife always left the house prepared. In fact, I often wondered how she seems to be ready…
Read MoreDo You Know?
Your Biggest Expense in Retirement It’s most likely not what you think. It’s not your mortgage. It’s not travel. It’s not gifts to family or charity. Your biggest expense in…
Read MoreIf you are watching…
What Happens Next If you are watching the market news… beware. The media headlines are written to grip your attention but not inform sound decision making. What it ultimately does…
Read MoreExperience Freedom
Freedom Most people say they want freedom. Freedom to… do what they want, when they want, with whom they want, and contribute where they want. But all too often that…
Read MoreNew Year… Opportunities
New Opportunities The New Year can bring new opportunities… if you’re looking for them. Do you ever wonder why some people find deals while others don’t? There is always that guy…
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