4 Sequential Steps:
Step 4 Invest for Long-term Goals and Plans

Following these 4 steps in sequence and you are much more likely to achieve financial success. Most people won’t follow them in sequence and as a result, most people are financially unsuccessful.  If, instead, people would do the right thing and follow the right process, this simple 4-step process, then they would be much more likely to be financially successful and they would certainly be more likely to live a less stressful and more fulfilling life.

Educational Articles

Below you will find a list of articles, videos, and audio podcasts. They are listed in chronological order. Use the search box on the top of this page to find information on specific topics.

Are Your CD’s Really Safe?

Are Your CD’s Really Safe?

Certificates of deposit (CDs) are intended for the ultra-conservative investor. Why are they appealing to so many? They are touted as the “safe” investment option with essentially no risk as they are not tied to the stock market. However, how “safe” are they really...

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How To Materially Participate in Real Estate

How To Materially Participate in Real Estate

The qualifications for Real Estate Professional are fairly complex.  The benefits of becoming qualified as a Real Estate Professional, however, are generally well worth the effort. One of the qualifications of a Real Estate Professional is based on the "Material...

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