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7 Principles of Long-Term Investing

7 Principles of Long-Term Investing

Increasing your wealth over time is about more than making the right stock picks or always buying low and selling high. Too often, we see intelligent investors shoot themselves in the feet by making fundamental errors in their investing strategy.

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What’s Your Financial Compatibility

What’s Your Financial Compatibility

Keep your flame burning—don’t let money troubles extinguish your love! Sharing perspectives about money can help couples build a strong financial foundation for their marriage.

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Inventory of Finances

Inventory of Finances

Take Inventory of Your Finances - Include the locations of important papers for annuities, appraisals, birth certificates, cemetery deeds, credit cards, property deeds, marriage certificates, divorce decrees, insurance policies, mortgages, income tax returns, retirement accounts, prenuptial agreements, titles for cars and estate documents, as well as the hiding locations of other items.

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Become a 401(k) Millionaire

Become a 401(k) Millionaire:
Build a Solid Retirement with Good 401(k) Planning

Step #1 | Take control - It’s surprising to see how much faith workers are putting in their 401(k) plans – yet they seem to not take much time understanding the details. It’s your money so take control. Figure out which 401(k) is best for you. A new study shows that two-thirds of Americans with 401(k) plans spend less than five minutes reading the paperwork they receive. You can’t control your money if you don’t know if your savings is earning the kind of money you’ll need to retire.

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Social Security Strategies

Social Security Strategies

Most think that claiming Social Security is a simple retirement decision – you retire and you start your benefits. Not so fast – there are some strategies that can help boost a married couple’s retirement savings with thousands of dollars of additional income. Before I share some of these strategies with you, let’s take a look at your benefit estimates depending on your date of birth and on your earnings history.

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Make A Budget

Make A Budget

Use this worksheet to see how much money you spend this month. Then, use this month’s information to help you plan next month’s budget.

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Top 5 mistakes physicans make

Top 5 Mistakes Physicians Make


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Women & Investing Guidebook

Women & Investing Guidebook

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Women & Investing Guidebook

College Planning Guide


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