Success is very subjective. But if you aren’t as successful as you’d like to be, you already know it. But do you know why? Below are the top 10 reasons why success evades us. But I’m not going to stop there. I’m also going to explain how you can change that terrible cycle immediately […]
Is Now the Right Time to Buy a House?
If you are considering buying a house to live in, now might be a good time to start looking. Rates are low now but they won’t stay this low forever. There is no telling when rates will climb of course; but why take a chance? There are a number of reasons why I feel it […]
Smart Money Tactics When You Are In Your 20s
If you are confused about finances I can understand. When someone is talking about money, you might feel that they are speaking Martian. And even if you understand how money and investments work, you have to understand that it works differently for different people. What’s important to people your parent’s age may not be important […]
How These Millennials Bought Their First Home in Two Years
Three years ago Jim and Carrie only dreamed of owning property. They were in debt, had little savings and felt lost. Within 24 months they actually bought their first home despite facing real financial challenges. Here is how they did it – and how you can replicate their success. Background When I met Jim and […]
How to Use RMD Tables
If you own a retirement account and you are over 70 1/2 you have to take minimum distributions referred to as RMDs. The amount you need to withdraw is based on IRS formulas that are presented in RMD tables. So those tables tell you exactly what your RMD must be. These are not hard to […]
Rules of Investment Success That Make Money
There are 5 rules that, if followed, will lead you to financial success. My 30 years of experience in the financial professional tells me that if you follow them you will absolutely make a great deal of money. To make this even better, let me share that you can implement them yourself. You don’t need […]

