Pieces of time

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We are all given pieces of time. Some are given more than others. What we do with that time defines the measure of the person. Some waste the time they are given, others race the clock to accomplish truly magnificent things. In the course of my work as a financial advisor focusing on retirement issues, […]

Do you have a dysfunctional relationship with achievement?

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T. Harv Eker taught me that if you are not doing as well as you want, it means there is still something you don’t know. We all know people who are struggling to make ends meet. I have mentored individuals who fall into this category. Without exception, I have found three commonalities among them. Each […]

It’s time to change

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While attending a conference in Dallas, Texas, I sat listening to the keynote address presented by Emmitt Smith. He is considered by many to be one of the greatest running backs in NFL history. From All-American at the University of Florida to 15 seasons in the NFL, he managed to break Walter Peyton’s record as […]

Our lives are somewhat complicated

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When my team and I begin comprehensive financial planning for a new client, we often hear the phrase “our lives are somewhat complicated.” I would doubt that anyone would think they needed a comprehensive financial plan if their life was simple. The fact is, that if you are successful in today’s society, that success is […]

I just don’t know where it all went

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“It just kind of got a way from me.” My mentor, the late Jim Rohn was fond of re-telling a story that you do not want to work with an advisor who cannot account for their personal funds. I read in Bloomberg News that “Kremlin auditors reported in June that two-thirds of the money Moscow […]

2016 federal budget proposals

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You have been steadfast about saving and investing for your retirement. You “max out” both your 401(K) contributions as well as your IRA. You follow the rules to make the most of smart retirement investing under current law. You have a comprehensive financial plan crafted by your advisory team and follow it diligently. Congratulations! If […]