Perception, hesitation, & poor decisions are factors. Why do some people let their potential for lifetime wealth slip away? Some people are better off economically at 30 or 40 than they are at 50 or 60. In some cases, fate deals them a bad hand. In other cases, bad decisions and inaction are to blame.… Read More Being smart & affluent doesn’t automatically mean you’ll be wealthy…
How might it affect you? “It turns out my job was not to find great investments but to help create great investors,” writes Carl Richards, author of “The Behavior Gap.” From increasing our budget mindfulness to taking a steadier approach to investing, Richards has drawn attention to how our unexamined behaviors and emotions can be… Read More The Behavioral Gap & Your Financial Health
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes.… Read More 2020 Financial To-Do List
When you hire a Financial Advisor it’s of utmost importance that you understand who you are hiring and the relationship that you are entering into. There are many different types of Financial Advisors, and each provide different types of services and relationships. One saying that he/she is a Financial Advisor can mean a few different… Read More The Most Important Questions to Ask Your Financial Advisor
Keith Weiss CFP® 