This one question has propelled many people into living the life of their dreams: If you found out today that you only had five years left to live, what would you do differently, change, become? OK — now do it! You never know when your last day will be. Enough said.
I’m not crazy about the word budget but when it comes to certain things I want to be absolutely sure I have money set aside to invest in what I view as the most important thing I can invest in. Of course I invest my money in the stock market, but investing in this one […]
Really? 35 years later and this is still going on? I began my financial services career in the life insurance industry in 1981 working for a small, independent insurance agency that was on a mission to educate the public about the evils of whole life insurance. I’m happy to say I didn’t remain in the […]
Many people today feel powerless yet we have far more power than we think we do. And by power, I do not mean power over others but rather that confident, joyful feeling of living an authentic life. We have the power to make decisions and decisions are very powerful things, setting in motion all kinds […]
Most people have no idea what financial planning really is. One of the reasons for this is because just about anyone can call themselves a financial planner. But few in the financial services industry have put in the time, energy and enormous hard work it takes to be a professional financial planner. So what is […]
You and I both know people who went to a certain college, or into a certain profession, because that’s what they did in their family. (“Grandpa was a doctor, I am a doctor, and you’ll be a doctor one day.”) And we know people who decided they had to get married in their 20’s because […]
I’m going to be straight with you here — most people selling investment products today are not acting in your best interests. Why is that? Because they never had to, and because they’ve been trained by some of the best to sell what was in the best interests of the company they were working for, […]
A friend of mind recently saw the movie The Big Short and told me as she walked out of the theatre she “wanted to punch something.” Now I’m not advocating violence here, but this movie really is worth seeing. It’s based on the book of the same title written by Michael Lewis who brought us such books […]