Key Distinction of a FINANCIAL PLAN
October 25, 2016
It must be dynamic, flexible, subject to editing as life changes and progresses (best served by an online financial planning…
October 25, 2016
It must be dynamic, flexible, subject to editing as life changes and progresses (best served by an online financial planning…
October 24, 2016
Done correctly, its ultimate purpose is to be a road map, a guide, the central piece in financial decision making.…
October 21, 2016
Having the Good (dentist and financial planner). We also want the positive achievements that come with a wise process. We…
October 20, 2016
As a good dentist is for our teeth, a good financial planner is for our finances. Why would someone have…
October 18, 2016
“The point is how do you know the Guarantee Fairy isn’t a crazy glue sniffer.” -Chris Farley If we…
October 17, 2016
“All the art of living lies in the fine mingling of letting go and holding on.” -Havelock Ellis Every…
October 13, 2016
Very rarely, yes. Most often, no. So, why do we pursue this as a perceived worthy goal? “Men do…
October 11, 2016
In our lives, we’ll be on all sides of certain roles. The student AND the teacher. The kid AND the parent.…
October 10, 2016
Imagine backing out of your driveway each morning. As you back up, you look above your garage door. Above…
October 7, 2016
It sounds a simple concept. Give people hope of instant riches. Someone will win. Those that don’t can feel good.…