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Top Ten Success Factors: Issue 18

Well here we are in 2008 already. December and the Christmas season whizzed by. I was only able to get my Christmas tree a week before Christmas and decorated it only the weekend before! Let’s start 2008 on a positive note; a different take on the list of New Year’s...

Twenty Financial Questions: Issue 6

This Issue #6 will cover several popular questions various clients have posed. To start, here is question number 1: How much money is enough to retire/invest? Haven’t we all thought the following? If only I could get a raise, or a better paying position, I could...

Spender, Lender, Investor: Issue 5

It has often been said that three types of people in life: The spender, the lender, and the investor. “Poor people buy stuff, the middle class buy liabilities, and the wealthy buy assets.” Let’s take a look at these truisms. The spender will buy...