Why You Should Start Your Business Now

Why You Should Start Your Business Now

A lot of people I meet tell me, “You’re so brave starting a financial advisory business.  I don’t think I could do something on my own because it seems so risky.”    Time consuming?  Yes.  Hard work?  Yes.  Risky? Maybe, but if you plan smartly, you can minimize a lot...
How Much is Too Much in Your Checking Account?

How Much is Too Much in Your Checking Account?

A big problem I’ve observed is people keeping too much income in their checking account, earning next to nothing in interest.  This creates a huge unnecessary drag on wealth building because: It prevents you from earning interest on these funds, and It makes it easier...
How Do You Plan To Improve Your Retirement Prospects?

How Do You Plan To Improve Your Retirement Prospects?

Many of the clients I work with are happy climbing the corporate ladder for now but would like to be able to “retire” early to work on their own projects and business ideas. I think we’d all like to set up some passive income streams to be able live a more flexible...