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No-Fail Strategy to Survive the Next Market Meltdown

The Private Practice Professional’s No-Fail Strategy to Survive the Next Market Meltdown We all know its coming… The next Great Recession, market “correction” or downturn, bear market—whatever you want to call it. These predictable busts in [...]

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 [...]

Pass the Wine, Please…

I recently took a trip to France and had the opportunity to tour some wineries. Fascinating business, making wine. Did you know winemakers use satellites to monitor their vineyards? Some of them even have their land divided into grids so [...]

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 [...]

The Purpose of Asset Protection

In Econologics® Results-Based Financial Planning®, we utilize a 3-valued equation to guide us in the accomplishment of an Optimum Financial Condition in one’s household—Income-Expense-Protection. This sequential equation starts with the earning of income, then the intelligent spending of that income [...]

What makes you so special?

What makes you so special? You are special because, unlike the average person, you are a private practice owner. Owning your own practice makes you special when it comes to financial planning because your practice is [...]

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 [...]

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