Health Coverage and Benefits Consulting for Business and Families in Loudoun County, VA
The Million-Dollar Matrix The Matrix isn’t real, but it provides some interesting insights into what it takes to accumulate $1 million. Buy-and-Hold: Hanging on, or gone for good? A popular accumulation strategy is taking a pounding in the financial media. A little bit of insight into why a “logical” theory doesn’t deliver real-life results. Warren [...]
THE ISSUE IS INCOME The bottom-line objective of any individual financial program is to provide an ongoing stream of income to meet the necessities and pleasures of life. This issue addresses several topics that emphasize the importance of income planning. How Long Can Your Human Asset Keep Paying Dividends? When Time magazine’s cover declares “Jobs [...]
OUTRUNNING THE FINANCIAL LIONS–Here’s a new take on a popular fable. Everyday, three financial “lions” come roaring after you. Find out who they are, and what you can do to avoid being caught by them. BUY-SELL AGREEMENTS–Many profitable businesses are built on the combined efforts of two or more people. But what happens when one [...]
The March edition of the Financial Times is out: READY FOR A PEP TALK? With all the economic bad news, the natural reaction might be to cut your losses, cut your expenses and retreat. But even in bad times, asking the question “How can I be most productive in this moment?” may yield some [...]
Below are some notes on the February edition of the Financial Times. IF YOU SAVE TOO MUCH, DOES IT HURT THE ECONOMY? According to some prominent economic thinkers from the past century, individual saving can actually make bad national financial situations even worse! So right now, with the sub-prime mortgage crisis, high fuel prices and [...]
The January edition of the Financial Times is linked at the bottom. Here’s my summary: THE REASONS NOT TO–Sometimes the best way to understand why you should do something is to also understand why not to do it. An article about what you can learn from a good financial professional by asking what not [...]
Finally! The December issue of Financial Times, with the following official comments from your Trusted Financial Advisor: RIPPLE EFFECTS OF PROSPERITY–When you have your financial stuff together, you make the world a better place. Most of the time, financial decisions are evaluated in terms of their personal impact, but well-managed and prosperous individuals also have [...]
The newest issue of the Financial Times is out. Here is a summary of some key issues: Bill Gates got lucky (How you can get lucky too.): For the past decade, Bill Gates has been the richest person in the world. Believe it or not, one of the reasons Bill Gates achieved such financial success [...]
The newest issue of the Financial Times is out. Here’s a summary: Antidote to the Sub-Prime Mortgage Crisis: What impact will the sub-prime mortgage crisis have on your financial life? A brief discussion of the problem and the possible ripple effects – along with a proven approach to riding out the inevitable ups and downs [...]
The September issue of the Financial Times (and not that London nonsense, but the REAL Financial Times) is out. Here is a summary of some of the key issues: PAPER ASSETS VS REAL ASSETS Paper assets and real assets have distinct differences. Not only is it important to know and understand these differences, it’s also [...]