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5 Secrets to Keeping More of the Money Your Business Makes

So many people and companies made lots of money, but don’t know where it went, and then had to start over or worse. Don’t let that happen to you. Learn and implement these longstanding financial truths that are secrets to … Continue reading

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Who’s Managing Your Financial Affairs

I have an important financial question for you to consider today. Who is in charge of your money? Now I’m sure you’ve got a CPA, a stockbroker or two, a couple of insurance agents, and an attorney that does work … Continue reading

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My Take on Warren Buffett’s Shareholder Report dated March 4, 2014

I was excited to read Warren Buffett’s shareholder letter that he recently released. He issues these shareholder letters once a year, typically on the first Saturday of March. These letters are worth their weight in gold to anyone who is … Continue reading

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5 Steps to a Financially Fulfilled Life

  a short 2 minute video summarizing the 5 steps you can take to move toward a Financially Fulfilled life.    

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Memorial Day Tribute

Leave a memorial for your family and country by taking charge of your finances.

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Facebook IPO vs building your financially fulfilled life

  A 2 minute video discussing the noise around Facebook’s recent IPO vs what you can do to improve your financial life.

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Berkshire Hathaway 2012 Annual Meeting- The Wisdom of Warren Buffett and Charlie Munger

I was not able to make the trek to Omaha this year, but wanted to list a few of the investing gems that Warren and Charlie passed along. Common sense advice from great investors, My investments, net worth and children … Continue reading

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Avoid the Financial Noise

[Audio clip: view full post to listen] A 3 minute audio recording suggesting how you can minimize any impact of the Government stand-off, Euro problems and credit rating downgrade. Focus on your financial goals and what you can control.

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5 Secrets to Financial Freedom

5 Secrets to Financial Freedom These are the financial truths that I have learned over 30+ years from experience, clients and successful investors.  I hope that they will help you become a Millionaire Next Door”and to begin to learn the … Continue reading

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2010 Resolutions

Like most of you, I have been considering my 2010 resolutions. You know the routine…shed a few pounds, be consistent with an exercise program, and work on my spirituality… But I also have financial resolutions and they apply to all … Continue reading

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