Month: January 2020

Financial Planning Decisions

All Personal Financial Planning decisions fall into six understandable disciplines. And since most of us don’t like the sound of the word discipline, let’s just say they fall into one of six financial boxes or areas. They are: Cash Flow Planning / Cash Management Risk Management Investment Planning Tax Planning Longer Range / Retirement Planning
Read More
Success

Financial Success Key Concepts

Today I’d like to share two import concepts you need to know in order to have financial success. Did you know that over 95% of Americans are financially uneducated? I’m talking multi-millionaires—people who you thought knew everything just because they have accumulated some wealth. But let me also share that in the course of being
Read More