Can a System Designed for Business Work in Your Personal Life?
When we implemented the strategies in Gino Wickman’s book Traction: Get a Grip on Your Business in our company, I’d love to tell you that the difference was immediate and remarkable, but actually, it took time. However, just like the book describes, we started to gain traction and then we s …
7 Economic Myths Busted
By Ryan Detrick, Chief Market Strategist We’ve been hearing many of the same myths over and over, yet we don’t think they are the big worry that the media and many make them out to be. These are legitimate concerns and have many investors worried, but we think the chances of them becoming l …
The Best Life Insurance is to Live
Live a life that’s truly priceless Life insurance is an important financial planning tool. It’s the most common way to make sure that the people who depend on your income are protected when you die. What’s more important than life insurance? Living. When it comes to financial nuts and bolts …
You are Your Biggest Asset!
People seek out a wealth advisor for many reasons. In the case of a recent new client, a couple had made a substantial investment in something that turned out to be a scam. When the wife first called me, she was distraught, fearing that they would be financially destitute. I could have focu …
What’s Wrong with the FIRE Movement?
FIRE stands for Financial Independence, Retire Early. It’s a lifestyle movement of people who commit to a program of extreme savings and investment so they can retire much sooner than they would on a traditional plan. Embracing the FIRE movement includes saving as much as 75 percent of your …
Investing in Your Child’s Financial Future: Helping Kids Develop Strong Money Management Skills
Gaining financial literacy at a young age is a vital key to finding financial freedom later in life. Give your kids the lessons they need now to make better decisions about money in the future.
Financial Literacy: What’s Your Return on Life?
by: Michelle Ogden, CFP®, CRPS®, CKA® Financial literacy is about so much more than money When people talk about financial literacy, they tend to think in terms of money—of income, expenses, budgets, investments, and return on those investments. There’s so much more to financial literacy th …
How Your Beliefs Drive What You Do
by: Michelle Ogden, CFP®, CRPS®, CKA® Though you may not be consciously aware of them, your deep-seated beliefs override what you know and influence your actions To understand how your beliefs impact your life, let’s examine the knowing, believing, and doing continuum. You start with knowle …
Why Haven’t You Retired?
by: Michelle Ogden, CFP®, CRPS®, CKA® Why Haven’t you Retired? As a wealth advisor, I spent a lot of time doing what is popularly called retirement planning with my clients. The goal is to make sure they have a sufficient income to fund their desired lifestyle after they are no longer worki …
Ready for a Change?
by: Michelle Ogden, CFP®, CRPS®, CKA® Use reflection & small positive changes to enrich your life Each morning, I sit with my journal and ask myself, “What would make today great?” and each evening I ask myself, “How I could have made today better?”
Financial Resolutions to Take Into the New Year
Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …
COMPLIMENTARY RESOURCE
When Shifting Goals Mean Shifting Plans
Your financial plan shouldn't look the same at 55 as it did when you were 35, right? So how do you know when it's time to adjust your plan?
