fbpx
Member Login
  |   Call Us Today! 727-588-1540
­

Cost of Financial Freedom

Cost of Financial Freedom Call me old fashioned, but I love the grind. I love it when it starts getting really heavy and hard. I love it when everyone is ready to quit and throw in [...]

The Anatomy of Financial Ruin

The Anatomy of Financial Ruin Anatomy: separating or dividing into parts for detailed examination. Ruin: a. a state of complete destruction b. the state of having lost money, social status, etc. - Merriam-Webster As an [...]

The #1 Way to Get Ahead

The #1 Way to Get Ahead Throughout your lifetime, you will produce a certain amount of income and you will adopt a lifestyle that can be supported by that level of income. Whatever that is, the [...]

Skyrocket Your Income

Skyrocket Your Income The topic of income and making more money seems to be at the top of everyone’s agenda. When I consult with practice owners, making enough money is the #1 priority for most of [...]

Lessons from the Grocery Store

Lessons from the Grocery Store A  while back, I was at the grocery store doing my weekly shopping and got behind a young mother with two kids in the checkout line. As I patiently waited for [...]

The 5 Simple Rules of Investing

The subject of investing has become more popular as more and more workers gain access to investment markets. This is a result of the expansion of the middle class in industrialized nations who have enough income to pay for their [...]

Why Diversification is More Important than Ever

As I begin to write this article, I’m sitting on my couch at 6:21 a.m. watching Bloomberg TV on mute as the top news and market indicators dance across the screen. It’s the same old thing: political trouble, public company [...]

This Year’s To-Do-List is NOT Next Year’s Marketing Plan

This Year's To-Do-List is NOT Next Year's Marketing Plan It’s the New Year – A time when most of us reflect personally and professionally on what we did and did not accomplish the year prior, deciding [...]

Private Practice Professionals: Pay Yourself First!

Part of my responsibility as a Financial Advisor is to observe and communicate what successful actions you as a private practice professional can do to ensure your financial future is certain and secure. The first step on your journey to [...]

Load More Posts