Although it’s my birthday today, I’m building a business and working on marketing that will attract new clients, so I don’t see that I’ll be taking much time to “celebrate”. I meet with friends regularly, and even had coffee with a friend planned this morning, but that got moved. In my opinion, true friendships aren’t…… Continue reading Time will tell… But don’t wait that long!
Tag: rich
Grandfather with 5 Grandchildren, Age 85
A grandfather of five grandchildren and one great-grandchild inquired if I could assist him in setting up a wealth-transfer to his several grandchildren. “I have money in my bank account that I’m not using, am not likely to use, and am earning next to no return on!”, he stated, opening the discussion. “I want to…… Continue reading Grandfather with 5 Grandchildren, Age 85
2018’s Current Unseen Crisis
Embedded below are three of the best interviews that I have heard lately that sum up the extent and magnitude of the economic situation that we are currently in worldwide. In addition, I’ve added some of my own comments and perspective to try to bring those who aren’t at all familiar with the topic up…… Continue reading 2018’s Current Unseen Crisis
Young Single Professional Woman, age 26
The account with which we matched this young professional woman provided the ability to leverage a large sum of tax-free money available to her while allowing her to build wealth away from the market downturn exposure of Wall Street and at much better rates than those available from the banking industry. Both capital and…… Continue reading Young Single Professional Woman, age 26
The Game You Write Your Own Rules For…
Empowered to do what you’d like to do and to be who you’d like to be. All too often these days people, organizations, and ‘authorities’ are making all too many decisions ‘for your own good’. If you’d like to retain or recover more of the ability to make your decisions based on your own values,…… Continue reading The Game You Write Your Own Rules For…
Oh, Not So, Mr. Ramsey!
I agree with many things that Dave Ramsey says, this is one of those rare, yet glaring exceptions. On a Facebook Meme this morning, Dave Ramsey issued, “Debt is dumb. Cash is king.” Without further explanation, I must take an exception to this blanket statement. “Debt is dumb.” If you’re both broke and in-debt…… Continue reading Oh, Not So, Mr. Ramsey!
Numismatic Coins vs. Precious Metals
Numismatic coins, valued for their rarity, beauty, and the perceived value of those that seek them, do not equate to the security of bullion; pure precious metals like gold, platinum, and silver. Precious metals all have more than one function, the first being as an instrument in trade as ‘money’. Metals have specific characteristics that…… Continue reading Numismatic Coins vs. Precious Metals
Dancing Under the Bubble Machine
On Tues., May 16, 2017 Michael Maloney released an important update to his subscribers detailing why current conditions indicate a coming market crash. He reviews market values, P/E ratios, margin amounts and other factors that indicate instability and a likely timeline for the impending event. https://www.youtube.com/watch?v=w0Oz2R0u4VM
Simple, But Easy?
I can relate to hesitation about a belief in financial success. When I was younger I chose two careers that interested me greatly, but didn’t pay particularly well; music and photography. I enjoyed them both, and I was good enough at each to scratch a living from them, but financial success or excess was not…… Continue reading Simple, But Easy?
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