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Financial Advisor Blog

Topics include sudden wealth, financial retirement planning, personal and business finance.

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Six Steps To Investment Success

Six Steps to Investment Success

The single greatest formula that will help you attain the life of your dreams is your ability to spend less than you earn, save consistently, and invest with a purpose. You’ve already identified the life of your dreams and aligned your income with your goals. The next few lessons will introduce you to Purpose-Driven Investing—a…

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Using Automatic Transfers to Easily Reach Your Goals

Using Automatic Transfers to Easily Reach Your Goals

If your employer doesn’t offer direct deposit, you can still put savings on autopilot. Use automatic transfers through your bank. An automatic transfer is a transfer, or “payment,” from your checking account to another account either at your bank or an investment account you’ve established. For example, you can tell your bank that you want…

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Capitalize on the Advantages of Direct Deposit

Capitalize on the Advantages of Direct Deposit

How can you take the ease of saving in your 401(k) and save for your other goals? The answer is through direct deposit.  Direct deposit is a slick way to save for multiple goals effortlessly. Instead of receiving a check that you have to bring to the bank to deposit, your check is automatically and…

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Taking Advantage of Your 401(k) Account

Taking Advantage of Your 401(k) Account

The 401(k) is one of the best tools you have in your savings arsenal. It allows you to contribute money directly from your paycheck. Don’t worry if your company doesn’t offer a 401(k), they might offer a different type of retirement account that’s just as good such as a SEP, SIMPLE, 403(b), or 457 account.…

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An Effortless Savings Program

An Effortless Savings Program

A good savings plan is like a good diet: It’s only going to work if you stick with it.  When so many things compete for our time and attention, it’s easy to push our finances to the back burner. While the consequences of spending a few months ignoring your finances are not quickly apparent, it…

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The Benefits of Purpose-Driven Investing

The Benefits of Purpose-Driven Investing

Does Purpose-Driven Investing sound a little too touchy-feely for you? Don’t worry, it has many real-world benefits.   Benefits of Purpose-Driven Investing: It fits your personality. Trying to fit a square peg in a round hole usually ends in frustration and failure. Many investors have been trying to do just this. Not all of us have…

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Introducing Purpose-Driven Investing

Introducing Purpose-Driven Investing

How We Achieved Our Goals as Kids We can learn a lot from our youth. Do you remember what it was like to save for a goal when you were younger? I didn’t get an allowance, so I earned all my money. The process was the same every time. I would get an idea for…

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What's Wrong With How We Currently Invest?

What’s Wrong With How We Currently Invest?

Investing in the Age of Information The average investor has more data and information available at her fingertips today than entire investment departments had twenty years ago. The Internet and software has opened the floodgates and unleashed more investment information to you, the consumer, than we’ve ever had access to before in our history. Do…

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Income Maximizing Program

Income Maximizing Program

I’m an advocate of living within your means.  I don’t believe in borrowing or using credit cards to fund a lifestyle that my income can’t support. If you live a lifestyle beyond your means for too long, you dig an increasingly larger financial hole.   What should you do if the life you want is above…

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The Debt Demolition Program

The Debt Demolition Program

Maybe the idea of a Six Day Financial Makeover was attractive to you because you are in debt.  How can you think about saving to reach your goals when you are plagued with overwhelming credit card debt? It will take discipline and hard work, but you will be able to pay off your debt and…

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