by | Jan 11, 2017 | Uncategorized
In life, roadblocks and obstacles always have a way of appearing. However, sometimes we create our own obstacles without realizing it. We’re not purposefully self-sabotaging or harming ourselves, but we inadvertently do. One’s financial path does is not immune from...
by | Nov 9, 2016 | Uncategorized
When training for a marathon, runners usually set up certain schedules to ensure they’ll finish the race within a desired time. They train for the outcome they want. Why, then, don’t people set up similar schedules when training for the financial marathon of life?...
by | Sep 21, 2016 | Uncategorized
Many times I see clients who, without realizing it, are squandering their wealth potential, both currently and for the future. Many of these clients have spent many, many years working toward a specialty degree (doctors, professionals, lawyers, MBA grads, etc.)....
by | Sep 15, 2016 | Uncategorized
Somewhere along the way Americans began to think it was vital to enter retirement debt free. And while there is nothing wrong with paying off debt, it’s not vital for a successful retirement or financial plan. In fact, sometimes singularly focusing on reducing your...
by | Sep 9, 2016 | Uncategorized
We face countless obstacles in our daily lives, whether that’s at the office or at home. But there are ways to better prepare for these roadblocks in life, particularly when it comes to finances. In terms of wealth management, obstacles are the thoughts or ideas...
