Items to Consider During Tax Season

As spring time gets closer and the threat of winter becomes less and less, the tax man approaches and you may be scrambling to make sure you have all of your financial information in order. While keeping good records is a big part of paying your taxes properly, there...

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Are You Doing What It Takes to Think Bigger?

Most of our brains are hardwired with self-limiting thoughts. Think about it: you come up with a great idea and all of a sudden, your brain gets flooded with reasons it won’t work. Some of us are better at coming up with these self-limiting ideas than others. Once all...

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The Story of How Mark Had His Down Payment Stolen

Mark had moved back to the states after working overseas for a stint with a major oil and gas company. He was literally starting over when it came to owning stuff. He needed to buy a house, a car, and furniture to fill that house. He had been smart about things and...

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How Life Insurance Needs Can Change Over the Decades

Your 20s You are just starting out…no spouse and no kids.  Life is fast and fun but you are already thinking about doing the right thing.  You had a financial plan created and are working toward things like buying a house and preparing for retirement.  You get on...

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How Much Do You Need to Make to Buy a Home?

So how much house can you afford? I just read through the study showing all of us how much money we needed to be making to afford a home in 27 cities around the United States. Aside from the obvious things like it costs much more to buy a house in San...

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Five Retirement Income Mistakes to Avoid

Congratulations! You feel you are in a position to retire. But then you feel a chill and the hair on the back of your neck rises up as the reality of producing a monthly “paycheck” from your various investment accounts starts to scare you. How in the world can you...

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Cleaning Up Your Finances in the New Year

Each year many of us take some time to set resolutions as we approach the New Year. I like to call them goals but frankly any time we can think about growth I think it is a good thing! Why not take the time to do a check up on your financial health? Here are some...

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