How to create a great financial plan for your clients
“Prescription without diagnosis is malpractice.”– Unknown What Financial Planning Is Not I am surprised to have run across so many financial professionals who seem to
“Prescription without diagnosis is malpractice.”– Unknown What Financial Planning Is Not I am surprised to have run across so many financial professionals who seem to
Tom Watson, IBM FOUNDER was once asked to what he attributed IBM’s phenomenal success. His answer: “First we asked ourselves what we wanted to look
I have been asked by several of you why I believe Real Estate housing will crash. If you have communicated with me over the last
How is your retirement planning going? If you’re like nearly half of American families, you have between nothing and $1,000 saved away for retirement. Part
Security… what does that mean to you? If you lived in a war zone, security would probably mean a well-stocked underground bunker, where you would
Have you ever bought a home? Was the experience enjoyable? Or were you, like many others, overwhelmed by all the hoops you felt you had
Buying a life insurance policy is a big decision—and if you have a family relying on you, it’s a must-have. Although it may seem time
If you were to Google “how to financially prepare for…” guess what would come dead last? Retirement. Pregnancy, divorce, college, a recession, and moving out
Pay raises. They’re a good thing right? You’ve worked hard enough and smart enough in your chosen career to get some tangible recognition for a
Are you planning on buying a home sometime soon? For many of us, buying the family home is one of the biggest investments that we
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