Financial Planning

Be Done With Debt...

…or at least bad debt. You can be done with bad debt with a little direction and a lot of accountability. So why not make a plan and make it happen?

Your Year-End To-Do List

Wow! Where has 2019 gone? We’d like to offer you some generic nuggets of advice. Here are the top five planning priorities for the rest of the year.

What Should I Expect from My Investments?

Whether you are fearful or greedy right now, remember to stay disciplined. It's important that you know your long-term plan and stay consistent.

The Next Big Investment Scam

Could you fall victim to it? Emotions coupled with decisions will decide your fate 99 percent of the time. Stay rational and keep educating yourself.

No Way Around It

Why is it human nature to do nothing until the pain is bad enough? Why do we not take preventative measures for our health, our business, and future?

I Don't Understand Investing

Many people get caught up in the news, economic conditions or watching the volatility in the markets, confusing that with the true basis of investing.

A Simple Estate Plan?

Estate planning is something that too often people lose sleep over when they shouldn't. Procrastination surfaces from the complexity of the task. This week we talk about the 5 steps of estate planning. You don't want to miss this!

August Volatility Report

August has not been fun.  As humans, we tend to feel pain much stronger than we feel joy.  In other words, we can lose that feel good feeling about the market from just one bad month.

Turning 50 May Be Your Last Hurrah

Fifty is a defining time in your life. You get one last hurrah to help the old person you will be some day. Here are top five “Turning Fifty” tools to help you live LIFE on purpose!

Are You Getting Cash Out of Your Business?

A lot of business owners believe that being stuck between a rock and hard place regarding cash flow is an expected, necessary evil to building a business. And truth be told—sometimes it is. But not always. If you have a successful business, you need to get help.

How Do You Measure Your Wealth?

If this were your last day on earth, where would you want to be, who would you want to be with, and what would you be doing? Picture yourself at that point. I would be willing to bet you aren’t worried about money.

How Much Can I Afford?

I think most of us ask ourselves this at one time or another in our lives, or at least we should. Honestly though, I fear that the majority of us don’t really have an answer before we pull the trigger on a major purchase.