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Lower mortgage payments can increase wealth

July 26, 2005 EST | Wealth Planning

Creating and maintaining wealth is a very difficult task. Ask any millionaire!!! The delicate balance of living a dream lifestyle and holding expenses tight creates this difficulty. As a financial advisor, I have assisted people accumulate monies to live their...

Financial planning for singles

July 03, 2005 EST | Insurance , Investment , Real Estate , Wealth Planning

Financial planning often gets a bad rap. Part of the problem is self-inflicted, since some industry participants would rather sell you a product than address your financial concerns. The process of planning is important, though, whether done with a professional...

Financial planning and investing

May 31, 2005 EST | Investment , Wealth Planning

Financial planning is the process of determining how to manage money, investing, present and future financial goals, and the strategy that should be undertaken to obtain them. Because our goals and desires change as we do, financial planning and investing...

Plan for wealth

May 08, 2005 EST | Wealth Planning

One very important wealth creating habit is to set up a concrete plan that you can actually follow. You see, wealth takes planning, and is usually the result of taking a set of orderly, progressive steps from where you are...