The Financial Naughty List

separator

Nobody wants to be on the Naughty List – especially when it comes to finances.  Santa’s Naughty List might get you a piece of coal, but your financial Naughty List might prevent you from making proactive decisions, costing you a significant amount of money. Here are some things you should consider before the year’s end [...]

Read More

Offense/Defense, A Personal Financial Planning Strategy

separator

Most of our clients are great on their financial “offense” – they are dedicated high-level professionals who earn significant wealth through their income. But, most often, these same people do not have a strong financial “defense”. They can spend their money without even realizing it, on both frivolous expenses and through Autopay events for items [...]

Read More

What is Economic Freedom?

separator

The month of July brings forth thoughts of barbecues, vacations and Fourth of July fireworks.  Commemorating our country’s independence is a celebration of our independence and freedom. But, what about your finances?   Are you financially independent? Do you have economic freedom? Many people mistakenly think that financial independence and economic freedom are terms to describe [...]

Read More