News Archives - Page 5 of 14

IRS Is Your Partner

“Our new Constitution is now established, everything seems to promise it will be durable; but, in this world, nothing is certain except death and taxes.” Benjamin Franklin In life there is not much that is certain. Although that may make people feel uneasy, there’s a positive side to that uncertainty. It opens up the world…

Insurance is an asset not just a bill – PART 2

In a prior post, I shared how being “radically open-minded” in order to see things from a different perspective can help you make the best decisions for you and your families. This is one of the key success principles from Ray Dalio, Bridgewater founder, and it can help you see possibilities and opportunities that many…

5 Tips to Get the Most Out of Your Yearly Financial Review

No matter your age or stage of life, it’s essential to conduct a yearly financial review with your financial professional. A financial review will allow you to take a close look at your finances, assess the success of various strategies, and determine whether you need to make any changes.

Inflation and Why it’s so important to stay ahead of it

I don’t mind going back to daylight saving time. With inflation, the hour will be the only thing I’ve saved all year. – Victor Borge Inflation has become a natural part of financial lives since monetary policies target a moderate level of inflation each year. We see it materialize in our daily lives as the…

Increasing returns without taking on more risk

It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for. — Robert T. Kiyosaki Most conversations surrounding increasing wealth typically focus on earning higher rates of returns with investments. However, chasing higher rates of returns can subject you…

IBC with Real Estate Part 2

Key Takeaways Buying a property with money you’ve saved up seems admirable—but it’s not the smartest use of your cash. There’s a better option for storing your “safe dollars” in a tax-deferred manner that earns well above bank rates.

IBC with Real Estate Part 1

Key Takeaways The need for financing in life is significant when it comes to our purchases and investments. The way in which you finance your purchases can have a serious impact on how you grow your wealth. Did you know there’s a tax-free way to finance your real estate investments without tying up your own…

How to Money Proof Your Relationship

How to Money-Proof Your Relationship! “Money fights predict divorce rates,” says the New York Times. 80 percent of couples fight about money, says a 2014 Money Magazine survey. Research from American Express revealed that 91 percent of couples avoid talking about finances, and only 43 percent discussed money before marriage!

How You Finance Everything Matters

“You finance everything you buy–you either pay interest to someone else or you give up interest you could have earned otherwise.” Nelson Nash Throughout our lifetimes, we are faced with numerous financial decisions on how we pay for things. From how to pay for a house, to funding education, to saving for retirement, and purchasing…

How to Fund College and Get My Money Back

Cash back programs are all over the place. Whether through the credit card you use, to store promotions, or even sites like Ebates, the cash back phenomena is pervasive in society and pushes people to consume. This is where a signficant portion of our wealth is going, but that’s a topic for another day.

How Perennial Pride Got Started

I recently was a guest on Cyberdogz Podcast in which I shared the background and evolution that drove the change of my company’s name to Perennial Pride.

How Risky Is That Risk Assessment Questionnaire

Warren Buffet has some simple rules for investing: “Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1.”

Considering Investing in Today’s Real Estate Market?

If you currently invest in real estate or if you plan on investing in today’s real estate market, it’s essential to understand its risks.

How About a Little More Certainty in Your Life

What do you think your chances are that you’ll experience a plane crash? Although you likely know it’s pretty low, you may be shocked to discover you have a 1 in 11 million chance of being in a plane crash.

Health and Wealth

“The greatest wealth is health.” -Virgil January is a popular time to make health-related resolutions and set goals to lose weight, exercise, or give up unhealthy habits. While people rarely make these resolutions for financial reasons, having a healthy body can actually lead to a bigger bank account! Taking responsibility can have a big benefit…

Heads I Win Tails You Lose

“Two roads diverged in a wood, and I—I took the one less traveled by, and that has made all the difference.” —ROBERT FROST Have you ever thought that others had more control over your finances than you do?

Golf, Death, and Taxes

With April finally upon us, spring is in the air and the anticipation of warmer days ahead gets me excited for the days to come. For those who enjoy playing and watching golf, the spring also brings the Masters golf tournament and for some, the start of the golf season. We get to dream again…

Going on the Offensive

Wow, to say the least, we are in some interesting, if not scary times. This email is not meant to be a “sky is falling” email… It is more of a “Who is going to Stand Up” at a time of tremendous uncertainty.

Gain the Prosperity You Desire

Where are you on the Prosperity Ladder? Managing your personal finances can feel like a daunting task filled with complexities and way too much information to fully absorb. You can be shown fancy spreadsheets which show you are on track to save enough money for retirement. Unfortunately, there are so many assumptions (e.g. tax rates,…

Gain Financial Control Masterclass Replay

Sorry you missed the Masterclass titled, “Gain Financial Control: 5 Steps to a Rock Solid Financial Foundation and True Prosperity”. There was a ton of great information shared in the short class.

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