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Avoiding “RBMs” – 4 Simple Rules

The Fast Food Financial Advice Epidemic Tell me if you have heard this story: Business owner has 4 good months where cash flow is good, bills are getting paid, creditors are at not calling, a little [...]

The Fast Food Financial Advice Epidemic

The Fast Food Financial Advice Epidemic We have all had this experience. We are busy working. We get hungry. We know we shouldn’t, but we just can’t help ourselves. We drive to the nearest fast food [...]

I Have a Secret to Tell You

I Have a Secret to Tell You I have a secret to tell you about making more money. First, I want to tell you why we are having this discussion. I did a Google search on [...]

A Controversial Advanced Tax Strategy

I have some bad news for you. If you own a qualified plan (IRA or 401(k)) then you may be in a possession of a bomb—a tax bomb to be more exact. For years the “High Priests of Finance” have [...]

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 [...]

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