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Tag Archives | Personal Finance

Why Traditional Financial Planning Sets Us Up For Failure

By on July 25, 2010 in Personal Finance, Planning for retirement

“Make the most of yourself, for that is all there is of you” Ralph Waldo Emerson What is at the Core of your Worth? Is it your home, your 401k, your pension, your portfolio? Are those the things that define your Worth? What is personal finance investing worth? When we sit down with clients one [...]

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How Do You Make Confident Decisions About Your Finances?

By on July 12, 2010 in Personal Finance

What is your rate, Bryan? That was the kiss of death question from a client when I was in the mortgage business. I knew right then and there my goal of helping someone make a confident decision about their mortgage was O-V-E-R. Here was the challenge: Do you write 6.875% on the check you wrote [...]

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Personal Finance Secret Saving Tips

Personal Finance Secret Saving Tips

By on May 26, 2010 in Personal Finance, Real Estate Strategies

In these hard financial times, it can be very easy to forget some of the basic personal finance investing rules that you have for yourself. The first rule that we have talked about is saving your money first. In today’s society, this is very difficult because we have an instant gratification society that says we [...]

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3 Steps to Regaining Control over your Personal Finances

3 Steps to Regaining Control over your Personal Finances

By on May 24, 2010 in Personal Finance

Before you can do any type of personal finance investing, beginning investing, or even real estate investing, you have to get your personal situation and money in order. There is no sense in going out and creating other money concerns if you financial house isn’t in order. And as  many of us know from first [...]

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