Book

Apr 2, 20245 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...

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Mar 31, 20245 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...

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Mar 31, 202413 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...

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Mar 30, 20248 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...

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Mar 29, 20248 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...

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Mar 29, 20243 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...

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Mar 28, 20244 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...

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Mar 25, 20247 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...

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