The Milestones

I often get asked “Bench marking” questions. For instance – I’m 30.. what should I have saved by now?   So here’s a neat and simple break down: First of all – every individual should have 3 months of their expenses in cash or cash-like equivalents. We call this...

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The Magic of Compounding

Or what Albert Einstein called the 8th Wonder of the World! I often get questions like, “Why should I invest in anything? Why not just leave my money under my mattress?” Aside from the obvious – your house could catch on fire and your life savings would go up in...

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What’s A “Will”?

…and why you need one too. A “Will” – simple person speak for “Last Will & Testament” is a legal document that expresses your wishes regarding the distribution of your property and the care of your minor children, and pets.. if applicable. Basically, it takes a...

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Protect Me Against Everything!

Protect Me Against Everything!

Ahhhhh…. Life Insurance. So many ways, so many different types. So much.. fuss. Honestly, every life insurance agent will find a way to solve any problem you have by having you buy life insurance. As always, the more you know, the less likely you are to get ripped...

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What Goes Up, Must Come Down

What Goes Up, Must Come Down

I think it’s time for us to touch upon INVESTMENTS! There are so many different investment types and investment vehicles out there. But let’s all be honest, the average investor really has the same type of investments in their portfolio. Most people have heard all of...

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Money Matters Book

Money Matters Book