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managing your wealth
Do you know where everything is and what everything is worth? You should.
Will your investments help you reach your financial goals?
women and wealth
Managing it all is just another day’s work.
Planning for College
Lesson 1 starts here.
Are you prepared? Not sure? Check here.
Somewhere in the middle of the 2008 financial and real estate market crisis, I began writing a semi-monthly blog to my clients, family, friends, and prospects addressing the dark and painful, and seemingly endless, drop in global economic market valuations. This moment in time was known as our Great Recession. It was real and it Read more about Cutting through the noise…[…]
The savings rate in this country is dismal. The most recent number (July 2018) reported by Trading Economics was 6.7%. Personal savings rate is defined as “the ratio of personal income saved to personal net disposable income during a certain period of time.” That means that the average income earner only saves $6.70 out of Read more about Discipline and Savings; a Perfect Match![…]
A few months back while listening to the radio, I heard a ‘Cash Call’ advertisement touting the advantages of taking out a home equity loan and using the proceeds for things like paying off high credit card debt, remodeling a kitchen, or investing ‘on the dip’ in Bitcoin. Yes, you read that last one right. Read more about Buyer Beware…[…]
Enjoy it while it lasts– Sand, sun, and surf…or hikes, camping, and swimming. Maybe just enjoying the relaxing-long-afternoons over a slow barbeque as you lay in your comfy lounge chair. These are some visions and aspirations many of us want to enjoy over the next few warm months. Summer gives all of us a break Read more about 2018 Mid-Year Update![…]