The average American consumer has 5.3 accounts across all types of financial institutions. Some have more than 20, and some might only have 2-accounts. But with each successive account, how does one go about tracking them all? Do you know the exact balance of your checking, savings, mortgage, credit cards, and car loan off the […]
Getting your Ducks Lined Up. Read More »
Dark clouds, brutal gusts of wind, white caps, flash floods, and pelting rain…it’s all in a day on the lake. This particular year however, it’s been occurring a lot more frequently on the Colorado River that runs right through the Mojave Desert. And our little escape to the lake, is right in the middle of
Inclement Weather and Finance Read More »
Happy Spring time to you! Spring offers a lot to look forward to and the month of April just happens to be National Financial Literacy month…something that resonates closely with my heart and financial planning practice. Ironically, one of the most prolific demons to work his way through the financial services industry, Bernie Madoff, died
Building wealth is more than just investing right.
Two Dimensions of Building Wealth Read More »
