If you want to achieve financial freedom by retirement age or earlier, you’re going to have to invest a lot of money. To invest successfully, you’ll either need to spend the time to learn how to invest or hand over at least a portion of the responsibility to a professional investment advisor. Choosing an advisor […]
What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”. RULE: Special Rule for Retirees (Part 1)- Create an Impenetrable Safety Net. We’ve already discussed the importance of having cash reserves enough to cover unexpected occurrences (Rule: Avoid the Cardinal Sin of Investing), but […]
What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”. RULE: Build the Perfect (Trifecta) Retiree Financial Statement. When you reach retirement, if you had the perfect financial statement, what would it look like? This is a topic most people never consider. People tend […]
On December 22, 2017, President Trump signed into law the most wide-sweeping tax reform of the past twenty years…The Tax Cuts & Jobs Act. Virtually every taxpayer will be affected so I interviewed one of my partners, Michael Wagner, CPA, CFP® about a couple of strategies you can implement to take advantage of the new […]
What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”. Success in Investing Investing does not have to be complicated. If you’re willing to establish and follow a handful of proven ‘rules of investing’ you can create a successful investment program. RULE: Avoid the […]