Corporate Executives
Why You Should Not Buy Stocks
No doubt there will be a few folks that read the above headline and immediately conclude that I have to be crazy. Bear with me as I make a case on why buying INDIVIDUAL stocks is normally not a good idea
Read MoreThe Value Of Time
Time is a SCARCE resource and money is an ABUNDANT resource
Read MoreWhat Is Retirement?
The best time to plant a tree was twenty years ago. The second best time is today
Read MoreSix Sigma and Financial Planning
Today I’m going to show you how you can apply the basics of Six Sigma to build your personal financial plan
Read More5 Steps to Becoming a Better Entrepreneur, Business Leader, or Family Member
One of my favorite quotes is from Covey “All things are created twice.First mentally.Second physically” In this article we introduce a five step process
Read MoreHow Families Can Calculate Retirement Income Wants versus Needs
Perhaps the biggest fear of families is how they will “get paid” in retirement. Gone is the regular paycheck and the annual bonuses; and, after years of building a nest egg, the new retiree is faced with the extremely uncomfortable task of tapping in to the hard earned savings.
Read MoreShould You Take A Lump Sum Pension Distribution?
So you’re faced with a choice: take the money now or wait for your pension to kick in. What do you do? In this article we take you through how to make the choice that is right for you
Read MorePutting the “Should You Pay Off Your Mortgage?” Question to Bed
Perhaps one of the most popular questions people like to ask me is: Should I pay off my mortgage? I take folks through the following five questions to help them come to the conclusion that is right for them. A promise for you, if you read through to the end, you are likely going to…
Read MoreFinding A Financial Advisor Even Your Mom Could Trust
You’ve come to the conclusion that you need the help of a financial advisor. Multiple friends have given you “their guys” name. You’re confused and overwhelmed. You don’t want to make the wrong choice and you’re worried that you may inadvertently hire the next Bernie Madoff. Sound familiar? That’s not surprising at all. For most…
Read MoreCash Out Your Stock Options?
With the stock market reaching new highs on a regular basis, the question of what to do with stock options is weighing heavily on many individual’s minds. While each individual’s situation is unique, there are some factors that you should consider as you make this decision: What is your plan? Decisions regarding the sale or…
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