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Tag: Life Planning

Financial Life Planning: A Job, a Career, or a Calling?

Is the work you do to make a living a job, a career, or a calling? Recognizing the difference can pay you great dividends in many ways. A job is a paid position of regular employment that puts bread on the table but doesn’t necessarily provide a lot of satisfaction or...

Finding the Right Path to Wealth

Watch this video on YouTube After three decades as a financial planner, working with successful wealth-builders, you’d think I would have a clear idea of the right path for creating wealth. Instead, what I’ve learned is that there is no such thing. Here...

Obama Proposes $3 Million Cap on IRAs

I listened to several of the Sunday talk shows and while there was criticism of the President saying the CA attorney general was good looking, there wasn’t a word about his unprecedented attack on IRAs in his new budget proposal, which was made public on Friday....

The Real Financial Return of Investing in Counseling

Watch this video on YouTube As a young adult, what could you spend money on that would be a wise investment in your financial future? A home? A college education? A money management class? All of these may be good ideas, but there’s something else you can buy...

Having the money talk: Why you need to go bare about money

Marriage should be good for your finances. Two live more cheaply than one. Couples often pay less for health and other insurance and are more likely to save. But money problems are also a top reason for divorce. Because the money talk often isn’t easy, couples tend to...