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Tricks or Treats?

Tricks or Treats?

Tricks or treats, which do you choose? These themes have many applications in life, business, relationships, and money.   Tricks: Failing to have a planLeverageMistaking noise for adviceSeeking complexity when simplicity worksOver/under confidenceThinking it’s...

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Apples

Apples

Our family has a tradition of going apple picking each October. It is a wonderful time to get outdoors, walk the orchard, and taste all the different varieties. The bushel we quickly fill is more than enough to eat, bake, and share with friends and neighbors. Apples,...

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FAFSA

FAFSA

If you have a son or daughter who is a senior in high school, or was at some point, you likely completed the FAFSA form.  Free Application for Federal Student Aid, FAFSA for short, is now available to complete online.  This helps determine various forms of financial...

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#100

#100

Really cool feeling to be posting article #100 to our blog today!  We launched this medium last March as a way to communicate with our fans and future fans.  The premise then and now remains simple, let’s share what it takes to become a successful long-term investor. ...

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Who gets what?

Who gets what?

Did you know that you can assign recipient/s to most of your bank and investment accounts?  This may be accomplished by adding additional titling to the current account.  Why would you do that?  Often, it’s to ensure the right people, get the right stuff, at the right...

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Your Safety Net

Your Safety Net

Prior to founding my company in 2019, I spent over two decades with a single insurance company.  During this time, I sold countless insurance policies.  More importantly, I was able to deliver some meaningful checks to a handful of families impacted by a sudden loss. ...

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Investors on a bus part 2 of 2

Investors on a bus part 2 of 2

Last week we covered several essential steps in the 100-level course on financial planning and strategy.  If you overslept and missed the bus and class, read part one here.  Today, we’ll discuss some 200 & 300 level planning strategies that tie things together....

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Investors on a bus part 2 of 2

Investors on a bus part 1 of 2

Imagine a big yellow bus arriving in your neighborhood.  This bus is not here to take the kiddos to school, nope it’s here to take you and your neighbors to financial planning and strategy class.  So, do you get on the bus with your significant other?  Do the Joneses...

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Who We Serve

Who We Serve

This summer I’ve been thinking about the clients we serve.  Who are they, what characteristics they share, and how may we enhance our planning experience. All companies, regardless of size or industry, should seek to identify their best or ideal clients.  Why?  It’s...

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Book club suggestion…

Book club suggestion…

I just completed reading Ten Global Trends Every Smart Person Should Know, and Many Others You Will Find Interesting, by Ronald Bailey and Marian L. Tupy.  Here’s a surprising statement, the world is not as bad as you think it is!  In fact, there is a tremendous...

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