A Few Things You Need to Know about the Trump’s Tax Plan

There were drastic changes to the tax code.  Here are some high level changes that will affect most of my clients.  Soon, I will dive deeper into the changes. For example, food and entertainment

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We Found How Much Happiness Costs

"All I ask is the chance to prove that money can't make me happy."~ Spike MilliganAre people who make more money happier? What about people who save more? Can people be happy with very little? And how

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Things I Wish I Knew When I Was Younger

When I was asked to talk to at a Homebuyers Seminar, I decided to share a few things, I wish I learned when I was younger. Here are my views on personal finance, your most valuable asset and how to start

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You Really Can Buy Happiness

Regardless of income, research has shown that those who spend in certain ways find greater levels of contentment. Apparently, to spend your way to happiness, you should follow these rules of thumb:1. Purchase

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The Questions Wall Street Hopes You’re Not Asking

“Successful people ask better questions, and as a result, they get better answers.” -Tony Robbins Prosperity Economics urges people to take back control of their thinking as well as their money. This

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The Banker’s Secret: Life Insurance as an Investment?

“Many banks have more invested in life insurance policies than they do in bank premises, fixed assets and all other real estate assets combined.” -Denver Nowicz, Equity4ProfitDenver Nowicz was profoundly

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Live Your Life Insurance Book

Startling book reveals centuries-old wealth-building method.If you knew about a 200+ year-old method to building sustainable wealth, safely and reliably, would you use it?Most people gamble their financial

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Busting the Retirement Lies: Living with Passion, Purpose and Abundance Throughout our Lives

Work ’til 65… Stop working. NOT!Is it possible that everything you have been told about retirement – and retirement planning – is WRONG? Is retirement dead? Perhaps not yet, but it’s on life

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Investing Outside the Box: Alternative Investment Options

 Posted on  by Kim Butler and Anthony J. Faso CPA “There are two times in a man’s life when he should not speculate: when he can’t afford it, and when he can.” ~Mark Twain.The word “investments”

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Is Gold a Good Investment? (Part 2)

“The commander of the imperial guard took away the basins, censers, sprinkling bowls, pots, lampstands, dishes and bowls used for drink offerings—all that were made of pure gold or silver.” – Jeremiah

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Passive Income: Why Cash FLOW is King (even if you’re not retiring)

By Anthony J. Faso CPA and Kim Butler and“Happiness is positive cash flow.”-Fred Adler, venture capitalist.From a financial perspective, the goal of retirement planning is providing passive income.

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Three Monkeys and a Cat: the Truth about Picking Stocks

 “A blindfolded monkey throwing darts at a newspaper’s financial pages could select a portfolio that would do just as well as one carefully selected by experts.”-Burton Malkiel, Asset manager and

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Inconvenient Truths about the Stock Market

“The person that is buying a share of stock is convinced he knows something that the other person who’s selling it to him does not know. There’s no zero sum game in Wall Street.”-Bernie MadoffNo

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Life Settlement Investments: Pros and Cons and Facts

“This might be the best investment you’ve never heard of.” – Kevin Nichols, private equity fund managerAre You an Investor Seeking Stock Market Alternatives? We think that people are tired of

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Financial Flexibility: Saving Too Much in All the Wrong Places?

“More than 25% of Americans are dipping into 401(k) retirement accounts to pay for bills.” ~The Los Angeles Times, March 7, 2013 More people are raiding their 401(k)s than ever before, but not for

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