Last week we looked at financial planning for the first three components of a millionaire mindset: how to spend like a millionaire by living frugally, budget like a millionaire by putting essentials and a savings account first, and work like a millionaire by loving...
Watch this video on YouTube Are you concerned about the exploding national debt brought about by the $2.2 trillion CARES relief spending bill and the new $3 trillion spending bill just passed by the House? If so, you are in great company. However, the increase in the...
If you’re a new graduate, taking your first steps into the adult world, here is the most important financial planning advice I can offer: Develop a millionaire mindset. This absolutely does not mean making ultra high wealth your life goal. But thinking like a...
FINANCIAL ADVISORS FACE NEW CHALLENGES IN THE WAY THEY MANAGE WORKFLOW, COMMUNICATE WITH CO-WORKERS AND CLIENTS May 18, 2020 | Andrew Osterland KEY POINTS Financial advisors face major new challenges in the way they manage workflow, communicate with colleagues and...
Watch this video on YouTube On March 27, the US Congress approved a $2.2 trillion stimulus bill intended to inject money into the economy to help the millions of workers and small businesses devastated by COVID-19 closures. The CARES Act provided for $350 billion for...
