Wisdom on Wealth Columns

The Problem of Dying Without a Will

NFL quarterback Steve “Air” McNair was rich and famous.  About a year after retiring from football in 2008, the former Tennessee Titan star died of sudden onset acute lead poisoning (a polite way of saying “his girlfriend shot him”).  That’s when the world found out about McNair’s intestacy (a fancy way of saying “he died […]

5 Ways to Profit from Failure

The next time you fail financially—losing a sale or a job, making a bad investment—I hope you’ll think of Tom. Tom’s head was crammed with ideas he was certain would change the world. Yet more times than not, when he tried to bring those ideas to life, he failed.  Tom inspires me because he refused […]

5 Reasons You Need to Engage in Long-Term Financial Planning

The movie classic Gone With the Wind ends with Scarlett O’Hara…procrastinating.  “I’ll think about that tomorrow,” she declares in her exaggerated Southern drawl. “After all, tomorrow IS another day.” I can’t tell you how often I meet people who embrace that “later” mindset when it comes to their financial futures. They say things like, “I […]

Keeping Your Emotions from Hurting You Financially

How much does confident optimism matter in the marketplace—for job hunters, salespeople, entrepreneurs, and investors?  That’s the subject we began exploring last week. We said that every person has a built-in emotional thermometer that measures how they’re feeling from one situation to the next.  Some “run” a higher emotional temperature. That is, they’re usually “up” […]

The Emotional Roots of Money Issues

I’m a financial planner, not a therapist. Nevertheless, I want to talk about your emotions. (Relax. I’m not trying to be Dr. Phil here. This will all make sense shortly.) We need to discuss emotions because everyday job situations and money matters stir up strong feelings inside us. And our reactions in those moments have […]

Why Performance Isn’t Always the Best Measure

Your mutual fund got clobbered in 2023. You’re wondering if your mutual fund manager is out of sync with the times. How long do you wait before you dump him/her? Therein lies the problem with looking solely at last year’s results—they are so…last year. To fix something that’s not working, you have to analyze not […]

Download One of Our Free Guides

FinancialQuestions2021

The 3 Financial Questions You Should Be Asking for 2021

There are countless financial questions you need to wrestle with. None, however, are more important than the three contained in this guide.

Priorities

Priorities

The Key to Discovering, Designing, and Deploying Your Real Life Financial Plan

This free 18-page digital guide will give you step-by-step instructions on how to develop a life-long personal financial plan to give you the freedom to achieve your goals.

DebtFreedom

Debt Freedom

You Can Be Debt Free!

What if we could show you how to get out of debt in nine years or less, including your mortgage?

InvestingBasics2

Investing Basics

How to Build an Investment Strategy

Like every good plan, there is a process involved in developing your investment strategy.

Are You Ready to Get Started?

Schedule a complimentary “Goals and Needs” session with us to learn how financial planning can change your life for the better.

Invalid Email
Invalid Number
Please check the captcha to verify you are not a robot.
Scroll to Top
Speak with an Advisor