According to Investopedia, Financial Health is a term used to describe the state of one’s personal financial situation. Their definition goes on to say that there are many dimensions to financial health, including the amount of savings you have, how much you are setting away for retirement, and how much of your income Read More >
What is the Least Used and Most Flexible Financial Tool?
Posted on: 09.24.15
The Home Equity Line of Credit is the least used and most flexible financial tool available today! A Home Equity Line of Credit (HELOC) is a revolving credit line that uses your house, and the equity in it, as collateral. For many Americans, the largest portion of their wealth is trapped in their houses and their Read More >
Financial Health Series: Episode 5 – The 5 Ways People Lose Money (Paying Cash)
Posted on: 09.01.15
https://youtu.be/77ZyGrdTY6I I was recently interviewed by Gary Collins, creator of the Primal Power Method, for a video blog series he is doing on financial health. Gary created the Primal Power Method to help people make educated decisions concerning their health. The Primal Power Method focuses on nutrition and Read More >
Financial Health Series: Episode 4 – The 5 Ways People Lose Money (Saving for College)
Posted on: 08.25.15
https://youtu.be/GrGCxw0P8gY I was recently interviewed by Gary Collins, creator of the Primal Power Method, for a video blog series he is doing on financial health. Gary created the Primal Power Method to help people make educated decisions concerning their health. The Primal Power Method focuses on nutrition and Read More >
Can You Really Retire on 60% of Your Current Income?
Posted on: 08.11.15
The Social Security Administration reports that when you retire you will be able to get by on 60 to 70 percent of your present income. We completely disagree. We believe there are few people who will be able to retire on 2/3 of what they have a hard time living on while they are working. One major problem with the idea Read More >
Are You Guilty of Tax Avoidance?
Posted on: 07.21.15
Proudly, I am! What is the difference between tax avoidance and tax evasion? About 10 years…in jail! There are many legitimate tax deductions and strategies that purposely exist in the tax code for our benefit. Many people refer to these as loopholes. I don’t like referring to tax deductions and strategies as Read More >