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.
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.
OnPointe Risk Analyzer-Make Better, Smarter, Safer Choices and Financial Decision With Your Investments
I've incorporated a new tool that I would like you to try called OnPointe Risk Analyzer. The essence of the program is to evaluate your overall level of acceptable investment risk. Below is a link to take the assessment (It will take less than 5 minutes to...read more
The Cash Balance Plan is a retirement plan designed to primarily benefit older and/or highly compensated business owners and highly valued employees. Unlike a traditional 401k or IRA plans that limit one's tax-deferred contributions to relatively small amounts, the...read more
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...read more
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...read more