Money Clinic: Asset Coordination is a Critical Key to Financial Success

I see it all the time. Many hardworking people are saving money. They are trying to do the right thing, sometimes sacrificing instant gratification for the rewards of long-term success. They work with multiple financial salespeople (commonly called “financial advisors”) and purchase multiple products that are supposed to help them make more money. However, in […]
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Money Clinic: The 2 Most Important Rules for Early Retirement

Finding relatively safe sources of retirement income has become tougher in this economy. Interest rates are hovering near historic lows, and some experts think relatively low rates may persist for decades. That means that you can’t put a lot of money into safe investments (which would more realistically be called savings instruments) and expect to […]
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Money Clinic: The Psychology of Wealth

Would you believe it if I told you that 80% of financial success is understanding psychology and 20% is financial mechanics? The wealthiest 5% of the population understands that psychology either makes you or breaks you, so it’s imperative to have a robust system that enables you to stay on target. Motivating ourselves to take […]
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