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Financial Freedom Blog
Did you make any New Year’s resolutions at the start of 2017? Did you keep any of your resolutions? We all struggle to build good habits in some areas of our lives, even if we have great discipline and practices in other parts. In the book Better than Before, Gretchen … Read More
Because we work in the financial world, we are over-whelmed with data and information. Once in a while, I have to remind myself to keep it simple for our clients. That’s the reason I wrote the SmartMoney Rules™ “Little Green Book (Or, What Would Steve Say?)” about four years ago. … Read More
It’s been two months since last I posted something here. A variety of factors have contributed to my lack of words — back office change for JPFP, looking for a new CFP®, busy with client work, etc. Writing here is something I like to do and it doesn’t take that … Read More
In a study done by the New York Times last June, they found that 83% of subscribers believe they are above average, 16% believe they are average and less than .5% believe they are below average. Most people (not just subscribers to the New York Times) believe they are above … Read More
About this time every year we seem to get a large number of questions about being ready for retirement. It might be the start of the New Year that brings out the inquiries or something else. For whatever the reason, if you’re thinking about retirement, we have two tools that … Read More