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No More Credit Card Debt

LIVING WITHOUT CHARGING A few weeks ago we talked about living a lifestyle without DEBT and how you can afford your lifestyle by first determining "how much income you need to life the lifestyle you desire." If you recall, the [...]

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 [...]

Eliminating Debt: 4 Action Steps

After meeting with over 200 families, it’s been my experience that one of the primary concerns most private practice owners articulate as being THE barrier to their financial freedom is having too much debt. During the delivery of a financial [...]

Will That Be Cash or Charge?

Will That Be Cash or Charge? In our current society it is common practice to use credit to pay for our daily life activities. Whether this is in the form of a credit card, a line [...]

The Rules of Debt and Credit

As a financial advisor, I continually get asked by my clients how they should handle debt and if they should borrow money for certain things such as buying a home, open lines of credit for a business or pay off [...]

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