Scam Artists are Equal Opportunists
No one likes to think that they could be the victim of a scam — that they’re too smart for someone to trick them over the phone into...
10 Questions to Ask a Prospective Financial Advisor
Planning your financial future or selecting the best investments to achieve your goals can be a daunting task and one that you want to get right...
Developing a ‘Workable’ Spending Plan
Having a spending plan (a.k.a. budget) is essential if you want to become an MW or achieve financial freedom. Without one, it’s just too easy to...
6 Steps to Crafting a Financial Plan to Achieve Your Goals
No one cares quite as much about your financial future as you do, so it’s important to have a plan or a guide so you can stay on track to...
Quick Guide: How to Write Your Money Story
Writing your money story is one of the best ways to explore your views about money. Once you understand what they are, you can determine if they...
Create Your Own Labor Day Holiday By Building Personal Wealth
Happy Sunday! It’s Labor Day eve – the day when we celebrate workers – the people behind the success of companies and organizations! Since 1894...
Your Magic Retirement Number
One of the most frequently asked questions I get is, “What’s my magic number is to retire?” In other words, how much do I need to have saved to...
Why Is It That More Women Don’t Invest?
Why Is It That More Women Don’t Invest? A friend asked this question. “After all,” he said, “study after study shows that women are better...