Since I am a big fan of reality checks, I feel that figuring out your net worth is one of the most important steps in financial planning because it can really give you a wake-up call! This is a very easy step and it should serve as a motivating tool for you to improve your financial …
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Day #3 – Figure Out How Much You Are Worth
October 3, 2011 by 5 Comments
Day #2 – Spend Some Time on Your Money
October 2, 2011 by 4 Comments
My favorite quote is, “people don’t plan to fail; they fail to plan.” This is the absolute truth when it comes to planning for your financial future! Whether you are in debt, overweight, or your marriage off track; you can contribute it to failing to plan.
When I would work with …
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31 Days of Money Advice from a Former Advisor
October 1, 2011 by 10 Comments
Since we are at the beginning of a new month, I thought I would bring you 31 days of money advice. Every day I will bring you a piece of information based on my personal philosophies and theories that I learned during my career as a financial advisor. At the end of the 31 days, your financial …
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Does Money Make You Successful?
September 30, 2011 by 1 Comment
It amazes me the number of people that believe money is the determining factor of whether or not you are successful. Although I do believe money is an ingredient for success, I do not believe it is the only ingredient. There are several people that I worked with over the years that insist they …
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What I Learned as a Financial Advisor
September 27, 2011 by 3 Comments
During my time as a financial advisor, I enjoyed the job! It was a great experience and I loved the thought of helping people with their money. However, that particular job just wasn’t for me! I never enjoyed begging rich people for their money. Who was I to tell someone who saved $1 …
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