Tag: Financial Plan
Oct 20, 2025
Have you ever stood on a ladder, painting a wall or trimming a branch, and suddenly realized just how far down the ground is? Even if you know the ladder is steady, you may wobble for a moment. That’s what investing can feel like when markets reach new highs....
Mar 22, 2013
Are you seeking to understand and deepen your relationship with money? If you aren’t, or don’t think money is that important, consider this: money touches everything in your life. Understanding money and your relationship with it is a 21st century survival skill....
Dec 26, 2011
The No-Budget Spending PlanWatch this video on YouTube Here’s a new twist on an old New Year’s Resolution: If you want to give yourself the security of financial independence, try budgeting the way many wealth accumulators do. The secret? They don’t...
Nov 8, 2010
Avoiding "Chicken Today, Feathers Tomorrow"Watch this video on YouTube If you want a reason to lie awake nights and worry about money, just choose a career where your earnings come in unpredictable boom-and-bust cycles. Having spent years selling real...
Aug 16, 2010
Recently I was explaining to one of my staff members that I had decided to drop one of my two fitness studio memberships and save about $40 a month. She said, “So you’ve chosen to “downgrade your lifestyle to upgrade your future.” It was a perfect...
