We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
The High Cost of Medical Benefits
on March 15, 2004
with No Comments
Here is a rule for building stable economic systems: Who pays for a service and who is empowered to decide if a service should be given and who actually benefits from the service should all be the same person.
Everyone Needs Some Frivolous Purchases
on March 8, 2004
with No Comments
When you make a frivolous purchase, tell your spouse that you made it. If you can’t tell your spouse about the purchase, it isn’t worth the trouble. Above all, learn to work together in marriage. Being wealthy requires a husband and wife to both be frugal.
Long-Term Care Insurance Is Too Risky And Too Expensive
on February 23, 2004
with No Comments
Some types of insurance are a good idea. But LTCI is better handled by preparing early in life.
Wealth Is What You Save, Not What You Spend
on February 2, 2004
with No Comments
The real lifestyles of the rich in Charlottesville would get very low television ratings.
Speed Is Not Critical When Investing
on January 26, 2004
with No Comments
I will give you the forecast for the next TEN years in the US Markets: Up, Down, Up, Up, Down, Up, Down, Up, Up, Up. These predictions are not in chronological order.
Social Security Can Be Saved
on January 12, 2004
with No Comments
We can have our benefits and lower taxes if we are willing to admit that socializing retirement benefits was a mistake and we return to trusting once again, the in power of free markets.
Financial Resolutions for the New Year – 2004
on December 29, 2003
with No Comments
Keeping a budget works like a diet. Some diets require you to write down everything you eat and count calories, shares, ranking, or other food units. It makes eating more painful, causing you to eat less.
Holiday Joy Doesn’t Cost A Fortune
on December 8, 2003
with No Comments
One of my favorite Christmas movies is the version of “A Christmas Carol” starring George C. Scott as Ebenezer Scrooge. I confess that I understand Scrooge’s character.
How To Get Out Of Debt (Part 5)
on December 1, 2003
with No Comments
Admit your past debt mistakes readily. Like a former alcoholic you must be constantly vigilant against slipping up again.
How To Get Out Of Debt (Part 4)
on November 24, 2003
with No Comments
You bought more things than you can pay for. That is an error in judgment. Given the evil in the world, your small financial troubles aren’t that bad.
How To Get Out Of Debt (Part 3)
on November 17, 2003
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Only after you have steeled your resolve not to borrow any more money are you ready to deal with paying off your current debt.
How To Get Out Of Debt (Part 2)
on November 10, 2003
with No Comments
By definition, to get rid of consumer debt, simply stop borrowing money.
How To Get Out Of Debt (Part 1)
on November 3, 2003
with No Comments
We are losing many potential asset management clients because of credit card debt! The difference between those in debt and millionaires is as small as slight changes in financial lifestyle.
Don’t Eat Yourself Out of Financial Security
on October 27, 2003
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Great financial wealth can be built by living a beer and chips lifestyle on a champagne and caviar budget!
Gifting Your Gains Can Save You Money
on October 6, 2003
with No Comments
No matter what worthy organizations you support, you can give up to 15% more if you give them appreciated stock instead of cash.