We recently had a client who was considering updating their insurance, they obtained quotes from us, but did not complete the applications. Fast forward 9 months later, they have developed a chronic headache they just…
10 Steps to a Sharper Approach to Your Wealth. Make sure your spending is in line with your goals. Example if you have a goal to be more active yet have the most expensive Cable…
Whether you are a power couple or a one income breadwinner – Money, Marriage and Spending is a trio dance we all could put a little more effort into. Have you ever had an argument…
There are only a few real models in the industry. There are more but they are spin offs of the below so here is a basic structures: Embedded Mutual Fund style fee or MER (Management…
Here are 5 questions to have a more meaningful conversation with your current advisor: Mr/Mrs Advisor – Where do you invest your own money? Would you be open to sharing my financial planning with my…
When reviewing the fees you pay, a client (you) need to assess what the value is you get from the relationship – it can be WAY more than just the investing part. This takes a…
Would you describe your investment style or personality as a Ferrari, Jaguar or a Cadillac? Or a GMC Denali pick up truck? The way people invest and plan financially, says something about the intentional lifestyle…
“Stand up out of your decision wheelchair and run through your ultimate lifestyle, yet being responsible for your future.” – Dustin Serviss To make changes or set new directions or accomplish new goals a person…
As a believer in owning a diverse mix of assets, I share some insight on what to consider when adding commercial real estate (office building) to your portfolio. Get the latest wealth tips, the latest…
… because they can. The reality is if you are Wealthy, you probably don’t “need” it BUT… if you think your net worth will stay the same or you will die with money still in…
… one that fits your goals and budget. How can you find the best life insurance when there are literally 100’s of policy types and variations? Simple, ask yourself “why am I buying it?”… buying…
If you have tried a day working at home, how did it go? WOW, unless you are single guy/gal living in a condo… it probably wasn’t your most productive first day. Attached are 2 best…