In this post, I’m going to start covering the Six Step Planning Process, which you can (and should) use for your financial planning. Here’s a chart that I like to use to illustrate the entire process: Now, let’s go over the first three of these steps in more detail. The Six Step Planning Process Step
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I spent many years in business learning how to accomplish goals. I was obsessed with it. So much so, that one day, as I was listening to a cassette tape in my car on the way to the office, a gentleman by the name of Brian Tracy shared a brand new concept called a “to-do
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In thinking about Monthly Financial Planning, let’s first review. Remember that there are six key areas. The six areas of financial planning are: Cash Flow Planning / Cash Management Risk Management Investment Planning Tax Planning Longer Range / Retirement Planning Estate Planning Here’s what Monthly Financial Planning Looks Like If you have more money coming
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When it comes to Financial Planning, one may as why it seems like all financial decisions are so complicated. But the answer is simple: Money! And the more complicated the professionals make it, the more you will need them. It’s very self-serving. There’s nothing wrong with professional advice, but let’s face it, most financial advisers
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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
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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
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Have you ever been paralyzed over having to make a stressful financial decision? For most of us, the answer is “yes.” Why is there so much stress? Not that stress is a bad thing. If it can keep you sharp and help you to be more focused during a financial transaction, it could be a
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