HELPING YOU MAKE MORE MONEY AND LIVE AN AMAZING LIFE OF SIGNIFICANCE.

The Cobra Effect and Inflation

The Cobra Effect is an unintended consequence where unintended behavior is ignored, making a problem worse than it originally was…

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TRUE Traits for Successful Investing

When it comes to investing, the big decisions are driven by how much money to have in stocks, bonds, and cash. TRUE’s Traits for successful investing are listed below to help you allocate your money based on your long-term plan…

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Have You Ever Thought of Selling Your Business?

If you’ve ever thought of selling your business, Smart Planning Helps the Dream Come True!

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Top Reasons For Business Success

There’s enough negativity in this world. From social media to newspapers to TV, haters and critics abound. As I read a recent list from Entrepreneur Magazine and Yahoo! about the top reasons for business failure, I decided to write a list on the top reasons for business success by today’s fantastic entrepreneurs. Take these with a grain of salt – they are all my opinions after 27 years in the business world…

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What To Do in Retirement and Why it Matters

It’s finally time to retire. Now what? Do you spend time on the golf course? Are you looking forward to spending your days with your grandchildren? Do you already have a month-long vacation booked to Europe?

Retirement looks different for everyone. It largely depends on age, lifestyle preferences, and personality. It’s about freedom and carefree days, right? So why does it matter what you do during retirement?

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Make Retirement Great Again

As an advisor in the greatest country in the world, I’m blessed to work with fantastic clients. They have long aspired to a work optional lifestyle. Some chose to work part-time or volunteer for incredible causes. But most are fully retired, traveling the country, hiking, biking, enjoying family and grandkids, attending sporting events, pursuing hobbies, boating, skiing… the list goes on.

Was it pure luck that landed these clients in such a great spot?

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