The Hidden Key to Building Wealth: Embrace Curiosity
In my book , I discuss three principles that nearly everyone I've known who has successfully built wealth( Key to Building Wealth )...
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Timothy Clifford
Sep 154 min read
The A, B, C’s, and D of Medicare
As you approach retirement, you'll likely have several key assets, such as your home, retirement accounts , pensions, savings, Social...
12 views
Timothy Clifford
Aug 244 min read
What Makes Seeking Counsel So Difficult?
In my book, I outline three core investment principles that can help individuals make better financial decisions: have a plan , be...
10 views
Timothy Clifford
Jul 284 min read
Top Three Financial Mistakes People Make
I recently wrote a book on making better financial decisions and have been doing podcast interviews to promote it. One question I get...
11 views
Timothy Clifford
Jun 214 min read
The Predictable Retirement Crisis: How the 1980s Shift Blindsided Boomers
Like many crises, the retirement crisis facing baby boomers today was predictable; for those who grew up in the 1970s, watching a train...
8 views
Timothy Clifford
Jun 134 min read
Maximizing Your 401(k): A Cornerstone of Your Retirement Strategy
Planning for financial independence is a crucial step in securing your future, and one of the most powerful tools you likely have is your...
15 views
Timothy Clifford
May 114 min read
Note to New Clients: Welcome to PlanAssist®
Hi Client, Congratulations on taking the next step toward managing your financial decisions effectively. Enrolling in PlanAssist® is a...
46 views
Timothy Clifford
May 54 min read
Engineering Your Wealth: Strategic Financial Planning with Professional Advice
Navigating financial decisions can be challenging, especially when it comes to accumulating and managing wealth. A critical element that...
23 views
Timothy Clifford
Apr 134 min read
Note to Clients - Understanding Advisory Fees: Transparency and Value in Financial Services
Hi Client As with most services we pay for, it's wise for us as clients to periodically confirm that our payments align with industry...
43 views
Timothy Clifford
Apr 25 min read
Make Better Financial Decisions - (8 of 9) Common Financial Pitfalls
Financial decision-making often appears daunting, leading many into a pattern of inaction. This hesitation can arise from fear of poor...
82 views
Timothy Clifford
Mar 315 min read
Make Better Financial Decisions - (7 of 9) Integrating the Principles
Wealth management is a facet of life that intertwines with family, career, social engagements, and other commitments demanding our time...
61 views
Timothy Clifford
Mar 3113 min read
Make Better Financial Decisions - (6 of 9) Seek Counsel: Build a Circle of Advisors
Why should we seek advice or counsel? Essentially, it means soliciting input, which can help us avoid financial mistakes and provide a...
95 views
Timothy Clifford
Mar 319 min read
Make Better Financial Decisions - (5 of 9) Be Diversified: Invest in Seven Ventures
Diversification is not a new concept; its roots stretch back thousands of years, and it remains a vital component of financial...
72 views
Timothy Clifford
Mar 308 min read
Make Better Financial Decisions - (4 of 9) Have A Plan: The Cornerstone for Building Wealth
Why have a plan? A plan helps you and your spouse avoid significant financial mistakes, by allowing you to budget and prioritize your...
80 views
Timothy Clifford
Mar 298 min read
Make Better Financial Decisions - (2 of 9) The Foundation: The PlanAssist® Process
Making Money ≠ Having Money. It's commonly understood that income and net worth are not always directly correlated. This connection can...
75 views
Timothy Clifford
Mar 293 min read
Make Better Financial Decisions - (1 of 9) Introduction
A frustrating point for many is that income and net worth do not always correlate. Making more money seems to align with spending more...
79 views
Timothy Clifford
Mar 284 min read
Make Better Financial Decisions - (9 of 9) Conclusion
Make Better Financial Decisions - (9 of 9) Conclusion Making Money ≠ Having Money. Strive to ensure that by your 60s, you belong to the...
74 views
Timothy Clifford
Mar 257 min read
Make Better Financial Decisions - (3 Of 9) Balancing Act: Planning with a Strategy
Make Better Financial Decisions - (3 Of 9) Balancing Act: Planning with a Strategy Understanding the distinction between strategy and...
102 views
Timothy Clifford
Feb 172 min read
Core Satellite Investment Strategy
The Core Satellite, or some version of it, is a common investment strategy, and in my opinion, it is a productive way to structure one's...
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Timothy Clifford
Feb 164 min read
Balancing Act: Managing Financial Risks
Finding Balance Through Fewer Rules AI developers have recognized that rule-based decision-making can quickly become outdated. Instead,...
55 views
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