We measure GDP but why do we not spend more time evaluating GWB?
One of my many roles as a CERTIFIED FINANCIAL PLANNER™ professional is to keep track of a lot of economic information. Yet, with all of...
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The "Financial Planning Blueprint" Blog
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Feb 16, 20199 min read
What to do when the stock market drops
5 proven tips to help you survive and keep your peace Legend has it the J.P. Morgan in John D Rockefeller both offered the same financial...
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Feb 8, 20199 min read
Which college savings account is best?
Comparing your options so you can make the best choices for your family When I first became a financial advisor, I was trained and a lot...
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Jan 31, 201910 min read
Should gold be in your portfolio?
One of the world’s oldest investments, gold, has been getting a lot of attention lately. Of course, gold is very appealing to look at,...
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Jan 21, 201910 min read
How to turn your home into one of your most valuable assets
Owning a home has been a central part of the American dream for generations. It’s incredible how many people I meet that have paying off...
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Jan 15, 201916 min read
10 Questions you MUST ask your financial advisor
How to make sure your advisor is acting in your best interest In my last article, I shared with you how 90% of all financial advisors,...
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Jan 7, 201911 min read
Are you working with the right kind of financial advisor?
How to understand the differences and choose the best one for your financial future. I’ve been a financial advisor for 25 years and...
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Dec 17, 201811 min read
What kind of saver are you?
How a tin can can reveal a lot about your financial future. You’ve probably heard or read stories about people who find thousands of...
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Dec 10, 20183 min read
How to become a better investor
The untold story of Lester Moore In this article I’m going to show you why investment performance and investor performance isn’t always...
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Dec 3, 20187 min read
You have to ask yourself one question: Do you feel lucky?
How to take a smarter approach to managing risk with your investments Even if you haven’t seen the movie Dirty Harry, you’ve probably...
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Nov 26, 20189 min read
A time for guarantees
How to get the most from your investments without the risk A lot of people like to compare investing on Wall Street to a ride on a roller...
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Nov 19, 20183 min read
How to avoid the Rate of Return Trap
Learn how to REALLY make your accounts grow more consistently Let me ask you a question. Which number is more important to you as an...
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Nov 12, 20186 min read
Three Core Principles Every Investor Must Have To Be Successful
How to beat the odds and make random event more predictable in your path to building wealth If you didn’t listen to the first episode of...
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Nov 5, 20186 min read
How to reduce the income gap – or at least take advantage of it
Learn the principles that create financial inequality and use them to powerfully improve your financial situation A recent study showed...
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Jun 7, 20184 min read
Do as I say not as I do
The secret investment strategy banks don’t share with their customers and why you may want to look more closely at the financial advice...
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