www.wealthdinner.com Two Hours of Education and 1 FREE Meal could make you Fortune

June 8, 2010

Everyday I am confronted with great clients seeking financial advice based on old rules or outdated information. The reason this is so troubling is because playing by the old rules puts all of a person’s wealth in great jeopardy. Even more disturbing is the idea that so few are willing to invest the time it [...]

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Are you ready for the tax increase that is sure to come?

June 3, 2010

Get your tax breaks while you can. America is headed for a huge increase in taxes in the not so distant future. The attached article is really good news for seniors collecting ira and 401k income with few tax deductions. They should be using this year to get their life savings out of the tax [...]

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Wall Street Investors “It’s what you know that just ain’t so” that will hurt you

June 2, 2010

I bet you think the guys you see jumping up and down on CNBC all day are trading most of American’s money. You might even think that’s where all the action is. It’s all a big show which is why the shows on CNBC say for entertainment purposes only.lol High Frequency Traders are running the world, [...]

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They say youth is wasted on the young,this may be true when it comes retirement planning

October 21, 0201

Welcome to the wonderful world of financial options. Every financial vehicle is open and available and you are welcome to pick from the whole group of them. One word of caution, your choices are strictly your decisions and by law the person offering the most popular choice can’t give you any advice on how to [...]

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