“The only thing we have to fear is fear itself.” – Franklin Delano Roosevelt Those are the brave words spoken by FDR to the nation, hammered by the economic calamity of the Great Depression, during his 1932 Presidential inauguration address. We all know that fear, and our problems, need to be dealt with in order […]
Behavioral Economics | Ignoring It Won’t Make It Go Away Read More »
Years ago, I loved staging weekend garage sales. I’d fill my garage and driveway with our household’s excess and unneeded stuff; furniture, electronics, clothing, kitchenware, toys, yard equipment, and whatever else I wanted to get rid of. I usually made a couple of thousand dollars. However, these events take a lot of effort, tie up
BEHAVIORAL ECONOMICS – When You’re Selling, Buyers Don’t Care – Endowment Effect Read More »
Your life is complicated. The demands of your career and your family are accelerating. As the number of financial decisions required to keep you moving forward increases, you realize you’re reaching the limits of your financial knowledge. Making financial decisions definitely opens new doors for you. However, for each new door opened, several other doors
Five Things to Expect from a Financial Planner Read More »
All the numbers in your financial plan add up and they say, “You can do this.” You’re ready to give notice to the world that your long working career has ended. However, as people who have been down this road before will tell you, retirement is not just about money. Yes, it’s critical that you
Seven Non-Financial Questions For People Approaching Retirement Read More »
The millionaires next door have a great life. They’ve been diligent savers and investors, building a multimillion-dollar investment portfolio with a healthy mix of tax-deferred retirement accounts and non-retirement accounts. Their balance sheet is clean, with minimal, purposeful debt financed at reasonable interest rates. They have long-term relationships with the professionals hired for investment, tax
Five Financial Strategy Mistakes of the Millionaires Next Door Read More »
If you’ve overlooked some of the financial planning issues described below, don’t beat yourself up: you’re in good company. Many of your fellow entrepreneurs are in the same boat. We won’t judge you. However, we will say it’s time to address these shortcomings. Your Future is Now. Let’s Get to Work! Here are five financial
Are You an Entrepreneur Who’s Swept These Five Financial Planning Issues Under Your Rug? Read More »
Being dignified and courteous in all interpersonal interactions. This includes showing respect for the people around them and considering the needs of others, regardless of their role or situation.
Being supportive team members and recognizing that everyone makes a contribution. They understand and believe in the African proverb, “If you want to go fast…go alone. If you want to go far…go together”.
One of the most common problems that we see among all our clients, from corporate executives to wealthy entrepreneurs and everyone in between, is some embarrassment about their finances when their money is a mess. It’s only recently that schools in the United States have begun to include financial literacy in their curriculum. When most
Money Shame: Feeling Embarrassed About Messy Finances (Despite Making Great Money) Read More »
Steve Adams is smart, self-confident, and pays great attention to detail. After graduating from the University of Rhode Island with a degree in computer science, he began a 20-year career in software engineering and project management. His professional success was a result of his strong work ethic and a personal optimism that stems from his
Acquiring a Small Business? No Deal is Better Than a Bad Deal! Read More »