by David | Feb 27, 2017 | General, Insurance, Retirement |
…I’m ready to play! So goes the song. This means, I’m ready, I’m skilled, I’m qualified, and I’m hungry. Some people get excited about planning their investing or financial future, and want to do it themselves. But do you need a coach? Possibly. Here’s why. When...
by David | Nov 8, 2016 | Retirement |
I occasionally read an independent wealth manager / fund broker’s blog on DIY Investing. He posted an article that was critical of Dave Ramsey’s use of 12% returns in his examples on radio, during his Smart Money arena events, and in his books and classes. The author...
by David | Oct 5, 2016 | Retirement |
This week I met, for the first time, someone who was personally financially taken out by the fall of Enron. He was all set to retire in his 50s because his “advisor” had him invested in an ultra high risk portfolio – Enron stock. He didn’t pay much attention to it...
by David | Aug 23, 2016 | General |
CNN recently reported on grand money mistakes made by the rich and famous. Think it doesn’t apply to you? It might. Real Estate: Don’t overbuild your neighborhood. If the kitchens in your neighborhood are formica, don’t install granite in yours and expect the value of...
by David | Aug 1, 2016 | Debt |
Christie and I often look at financial things from, as we say, “THIS side of the mountain.” The mountain being the mountain of debt that it took over six years to pay off. We have replaced that mountain of dung with a healthy Emergency Fund. According to a recent USA...
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