Monthly Archives: July 2011
Five Questions for Mid-Year!
Tweet Here we are right in the middle of the dog days of summer. The weather’s hot, and the pace of life slows. The vision of a rocking chair and cold iced tea comes to mind. While we sit back and breathe a sigh of contemplative relaxation, we also need to be aware. We need to be aware that we are half … Continue reading
The Five Fundamentals of Financial Success!
Tweet The Five Fundamentals of Financial Success is always a great starting point when it comes to financial planning. Matter of fact, every new client I meet with, wealthy or not, gets to hear my commentary on these five gems. Even though these financial nuggets seem simple, the effectiveness is real. 1. Save at least 10% of your income Saving 10% of … Continue reading