market correction

What’s Your Plan If The Market Falls?

It’s on every investors mind. Shall we dare speak it? What will I do if the market falls? If you’ve been investing for any length of time then you’ve experienced a market correction much like the one we are in now. But I’m not talking about a mere 10% correction. I’m talking about a drop like […]

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portfolio

4 Year End Portfolio Moves

October is month when leaves are changing color, there’s a nip in the air signaling the beginning of fall, and of course stock market corrections! I can’t believe as I write this that we have already entered the fourth quarter. Boy time flies! I’m completing my year end client reviews and advising clients on their […]

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Facing The 7 Biggest Money Fears This Halloween Part 2 of 2

In Part 1 of Facing The 7 Biggest Money Fears This Halloween, we faced: Fear of Never Getting Out Of Debt Fear of Reviewing Bills and Bank Statements Fear of Losing Your Job Wow! Pretty spine tingling stuff. Now we’ll go deeper into your Biggest Money Fears. So hang on to your wallet. Fear of […]

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data breach

Data Breaches – What’s A Poor Credit Card User To Do?

Holy crap another credit card data breach?! What’s a poor credit card user to do? First, well first and second, it was Target. Then Home Depot and now K Mart. These breaches are starting to be more and more common. They affect millions of card holders. My guess is that the security measures by these […]

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266812708_6cc03ff946_facing-fear

Facing The 7 Biggest Money Fears This Halloween Part 1 of 2

  Will money fears haunt you this Halloween? Now that you’re older, ghosts and goblins don’t scare you anymore. But there’s a more terrifying manifestation that haunts your every thought. It’s far worse than any creepy creature you imagined under your bed as a child. What is this beast that plays on your fears? It’s […]

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Small-Business-Owner-Regrets-and-Difficulties

Retirement Savings Strategies for The Self Employed

When small-business owners ask me how they should save for retirement, I tell them they don’t need to worry about it – if they like the taste of cat food. If they don’t? In that case, I have some strategies. Before I launch into specifics, though, I think it’s important to emphasize two things about […]

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Is The Roth 401(k) Right For You?

The 401(k) is probably the most popular retirement plan in America. Most of you probably have one where you work. But what’s this Roth 401(k) you’ve been hearing about?  How does it work?  Is it as good a deal for you? The Roth 401(k) seems to be cause more confusion than squirrel in a four-way […]

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personal-insurance

6 Must Have Insurance Policies

Protecting wealth is probably just as important as creating it. Insurance remains a crucial part of a well thought out wealth strategy. Poor planning in just one of these areas could be detrimental to your long-term wealth. It will only take one catastrophe to put you in a world of financial hurt. However, the natural […]

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wealthprotection

Got Wealth? Here’s How To Keep It

You’ve saved for years and accumulated quite a pile of wealth. Congratulations! Now your main concern may be keeping it. High net worth clients say their biggest worry is holding on to that pile of cash. You got some dough, what are some ways to protect it? Here are six you can take to the […]

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intervention

What’s A Financial Intervention?

I recently read an article about a “Financial Intervention”. It was fascinating. Normally when we hear the word intervention, we would think of friends and family gathered together to stop someone from abusing alcohol or drugs. The hope is that when the person sees how much everyone cares, they will seek help for the addiction. […]

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