According to Fidelity, 79% of Americans are confident they are in a place to be able to retire how and when they want. But this confidence is sadly beset by reality, where another survey by TIAA found that 55% of Pre-Retirees say they feel prepared to manage their income in [...]
Did you know that over 70% of family money is lost between the first and second generations? Will your financial legacy that you worked so hard to build continue to the next generation or simply not last? This is a hard reality that many wealthy families will face as the [...]
This blog post will outline what I like to call a framework for financial success. I am a very visually oriented person and I wanted to create a visual framework that people could follow to create financial success for themselves. I drew this framework up in 2018 and have attempted [...]
This is the second in a three-part blog series on do you have the right money mindset for financial success. As your CFP it is my job not only to help you grow your wealth in the most efficient way it’s also to help you understand why mindset around money [...]
Success in life as it is in finance I believe is primarily driven by mindset. World Famous business and self-help coach Tony Robbins and others say that success is 80% mindset and 20% skills. They have touted this bastardized adaptation of the 80/20 Pareto principle for years. While I'm no [...]
