Vetting Those Who Look After Your Money

Just because someone is licensed, and been around for decades, doesn't mean they have your best interests at heart.

When you get down to it, regardless of whatever data might be found via the internet, HNW individuals all tend to follow a similar path:

They are good at their "one thing" and they trust the firms they work with to establish a plan and portfolio that grows their wealth.

It's not rocket science. Well, maybe it is, but they aren't interested in the science. They only want the rocket. [Read more...]

The Truth About Heading Into Retirement

The average retirement is 17 years. Are you managing your nest egg wisely?

Out of 100 people who starts working at the age of 25, by the age 65, 1% will be considered wealthy. (src: Statistic Brain)

With alarming statistics like this, it's no wonder why the thought of retirement brings on a sense of uneasiness. Nobody wants to downsize their living standards upon retirement, yet this reality is very frightening for many.

What level of savings do you require to generate a certain level of monthly income? The table below lays out the truth.
[Read more...]

What Does Success Mean

Today is a new day. June 6th, 2014. In so many ways, it's nothing "special," per se. It's just a new day.

However, if you were to chart your life's path, you'd see all sorts of peaks and valleys. Today may be the start of an upswing, or it may be a downswing. You may be at the top of your proverbial mountain, or it might feel like you've fallen into a crevasse. Life does that to you.

Assuming you don't feel great about where you are at the moment, the question might be: [Read more...]