Resources & Wisdom
Looking for the right book, website or words to encourage, inspire and empower? That´s what you´ll find here – resources and “pearls of wisdom” that are worth your time, energy and effort.
Economic Indicators and Your Wallet  We hear about them on radio, watch the “experts” talk about them on television and read about them on the Internet – the Economic Indictors. What in the world are they and why should we even care? I felt the same way until I understood just how much they were impacting my wallet. Financial Gifts For Any Special Occasion  Tired of giving the same old toy, tie or sweater as a holiday gift? How about gifting the people on your list with good money habits and financial savvy? With a little creativity you can help those special people fine-tune their wealth building skills. Rich and Wealthy – Is There A Difference  What’s the difference between rich and wealthy? Is it a mind-set, lifestyle or an actual dollar amount? Let’s explore some interesting facts, figures and thoughts about being rich and wealthy. Tips For Choosing A Financial Advisor  Choosing a financial advisor is an extremely important decision. It’s a relationship built upon mutual respect and trust. The role of the financial advisor is to increase your net worth and help you reach your long-term financial goals. Tips For Working With A Financial Advisor  A financial advisor is someone who advises you on the best methods for making your financial goals reality. The relationship between you and your professional financial advisor is an extremely important one. After all, how many professionals will have such a direct impact on your financial future? Wealth Facts and Figures  The most recent 2008 Forbes Magazine list of the richest people in the world is now available. Let’s look at some of the interesting facts and figures about wealth and the people who are the million and billionaires. Success leaves clues and there are lessons we can all learn. What Does A Financial Advisor Do  In a nutshell, a financial advisor is professionally trained to analyze your goals and assist you in setting up a workable financial plan to support achieving those goals. What To Expect From Your Financial Advisor  A relationship between an advisor and client must be built upon a strong foundation of mutual trust and respect. As a client you have certain rights and reasonable expectations that a financial advisor should be able to meet.
Wills and Trusts - Protecting Your Assets  Wills, Power of Attorney and Trusts are subjects many of us don’t want to think about let alone deal with but, as we all know things happen. Preparation can help make uncomfortable life situations easier for you and the family and also give you the peace of mind of protecting your assets.
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