Similar to taking care of your personal health by proactively incorporating healthy habits and annual checkups, you can also take control of your financial health when you are proactive and engaged in managing your finances. And also like your physical and mental health, your financial health requires an ongoing commitment and focus in order to […]
Seven Steps to Your Financial Future
Sometimes, even highly-compensated individuals may find it difficult to achieve long-term success when it comes to managing their personal finances. Although they may attain a comfortable level of income, their focus may be on career development, rather than on securing their financial future. However, no matter what your income level, consider these seven steps to […]
The Biggest Mistakes in Managing a Portfolio
Now that we have gone through one of the most serious financial crisis in our country’s history, certain lessons should have been learned by anyone who had money invested in the financial markets prior to October 2007 when the Dow Jones Industrial Average (DJIA) hit a high of 14,093. Exactly one year later, the DJIA […]
How NOT to Find Your Financial Advisor
Here are various examples of how easy it can be to start on a road that could cost you a lot of grief and money.
The Biggest Mistakes in Estate Planning
Many people believe that estate planning is only for high net worth families. This is a common misconception and potentially dangerous for any family.
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