I want to make one thing clear right away: I don’t wish hard times upon anyone. I would love it if life was always smooth sailing for you and your […]

In America, we are raised on short-term thinking. All our lives, we’ve been told to buy now, satisfy our cravings, or to take advantage of a “limited time offer.” We […]

We’ve all heard of that adventurous couple who plans to retire, buy an RV, and travel around the country. Or that couple who bought a sail boat and plans on […]

My last post addressed the dangers of pulling from your retirement fund before reaching the prescribed retirement age (typically 59 ½). In short, withdrawing from a 401(k) can be a […]

Not much causes my heart to race like when one of my clients asks me about pulling money from their retirement fund. Even though it seems like a simple endeavor […]

Life happens. Unexpected incidents, whether good or bad, can arise at any time and put our finances to the test. Maybe your company is struggling and you get laid off. […]

I talk to numerous people who are concerned about where they are headed, financially. They might have experienced a life change; or they might simply be frustrated that they’re not […]

Self-Wealth means having a purpose, financial security, and hope for the future. In my last blog post, I discussed purpose and how it fits into your personal Self-Wealth. Purpose is […]