Is It Time For Your Retirement CPR (Comprehensive Planning Review)?

When you look at your overall financial picture, what do you see? Do you see a unified, strategic, and focused portfolio with every piece of the puzzle working together to get you to a specific goal? Or, do you have a 401(k) here, an IRA there, a life insurance policy somewhere else? Do you remember […]

What’s On Your Year End Planning Checklist?

I just retired and my neighbor was telling me that her financial advisor always meets with her before the end of the year to go through her year end planning checklist. She said that missing something could end up costing you a lot of money. What’s on this checklist and what should I be worried […]

You Want More Than A Lifestyle Business

A version of this article was originally published by The Good Men Project on September 26, 2015 Lifestyle Business – The Secret No One Talks About Everybody wants a lifestyle business – getting to do what you want to do and where, on your timeline and with who you choose, all while getting paid. It’s […]

5 Ways to Get Rich Today

Not everyone has the opportunity to invest in the stock market or a 401(k) benefit plan and not all of us can afford to take out a million dollar life insurance policy for the people we love. But everyone, regardless of age, salary or lifestyle, has the opportunity to make these five investments. While at […]

#CyberAware | What Should You Do If You’ve Been Scammed?

I think my mom was the victim of a cyber scam. She is retired and not all that computer savvy, and she feels really stupid for falling for it and doesn’t want to talk to anyone. In her case, she allowed an unsolicited caller who she thought was a technician remote access to her computer. […]

5 Things That Can Happen to You During a Cyber Scam  

The Federal Trade Commission and the Microsoft Windows security center have put out scam alerts and warnings to educate the public about a cyber scam that begins with an innocent little phone call. The caller pretends to be a concerned technician from Microsoft Windows alerting you to a problem with your computer, and things escalate […]

5 RichLife Investment Tips from Rock Stars

Rock star musicians and song writers from all walks of life speak to the RichLife principles because they’ve lived it, and now they get it. Money is a tool that can help us achieve our goals, but when the attainment of dollars alone is put above all other forms of wealth, pain results. Writing about […]

What Will You Have to Give Up in Order to Start An Emergency Fund?

  A recent survey conducted by Bankrate.com found that 30 million Americans tapped into their retirement savings during 2011 to cover unexpected expenses. The Wall Street Journal found that one in four households don’t have emergency funds, and of the households that do have these savings, more than half don’t have the recommended amount. This […]