Here’s a look at the very first thing we do with our new clients. Our new clients answer a few simple questions about how they feel about money. More specifically making it and losing it.
The number one hurdle to increasing personal wealth is debt! More bluntly, the 30-year mortgage is the major stumbling block to becoming a millionaire. According to financial book author Chris Hogan, if you do the
Most of us are short on time. That’s why we’re shelling out more and more money for items that save us time and effort…sometimes without even realizing it! There’s a great quote that’s attributed to
When thinking about managing your money and planning for your future, most people focus on how much they take home from their job or business. But our clients know the truth about income: it’s not