Recently my wife Theresa had an encounter with a celebrity who is the new brand ambassador of a specific company. I am not allowed to disclose the celebrity nor the company! During an event, the celebrity (let’s call her Anna) asked in a crowded room of mostly males, “where are my mom’s at?” At which […]
If you weren’t happy with your 2018 tax return either because you had to pay more than you thought, or your refund was lower than you expected, now is the time to make a change. If you don’t adjust your paycheck withholdings now, next year could bring an even bigger shock. Due to the new […]
The Answer One of the best business and “personal” books that I have read is The Answer, by John Assaraf and Murray Smith. The book, in reality, is two books within one. John Assaraf writes the first half of the book with a focus on the laws of attraction, gestation, and action. The second half […]
What would you consider to be your most valuable asset? Some people may think about a retirement account or piece of real estate. What about your career as your most prized possession? A person’s major revenue stream, typically their career, is likely a major key in the ability to achieve life and financial goals. One […]
During a recent meeting, a potential client asked me, “who will be able to help my family manage our financial affairs when I am no longer able?” This was a person who took the sole responsibility for managing her family’s financial affairs and was able to build not only a sizeable investment portfolio but also […]
Have you ever thought that having too many choices is a problem? These days most of society is wired to believe that more choices = better decisions. That the freedom of choice leads to happier lives. In his article How To Find Happiness In Today’s Hectic World, Eric at Barking Up the Wrong Tree, draws on […]