There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.
Recently, I was fortunate enough to attend the eMoney Advisor Summit in Dana Point, California, where we were able to learn about the latest techniques and benefits connected with WealthMatch, our financial planning software. We believe – along with many others – that identifyi …
Not following through is a decision, but it is a decision which leads us away from the life we want. In contrast, making decisions and following through with those choices, as hard as they are, is the reason certain people have the life they want.
Published by Andrew Rogers, Strategic Opportunities Associate History books are full of extraordinary people, individuals whose singular achievements transcend time. Figures like Martin Luther King, George Washington, Gandhi, Nelson Mandela and Abraham Lincoln; these men need no introductio …
Does more money really eliminate worry? A common misconception is that wealthy people have less to worry about because their money solves their problems. But the truth is, while money may make some things in life easier, the fears and worries can often be magnified. The rich may get rich …
One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical.
Published by Mark Lookabill, Wealth Advisor I was reminded this past week of what really embodies “True Wealth.”
