Good morning from sunny San Diego! I am attending the Independent Financial Group National Conference this Wednesday through Saturday. It is a great time to reconnect with fellow advisors and Industry leaders and also enjoy cool and sunny San Diego. The things you must think about if you are in San Diego in August. Such as, do…
Roth IRA versus Traditional IRA: Which Is Better for You? Roth IRAs tend to get a lot of hype, and for good reason: because you pay the taxes up front, your eventual withdrawals (assuming you meet the age and holding-period requirements—more on these below) are completely tax-free. While we like “tax-free” as much as the…
August 1, 1981: 38 years ago when MTV came to life and changed the face of music forever. The first song? Video Killed the Radio Star by The Buggles. May 24, 1985: AOL aka America Online was founded. Connectivity for American’s changed forever. June 29, 2007: Apple introduces the iPhone. Do you remember the slogans? “This is only the beginning”…
Choice is what stands between you and financial success. It is a simple word but so complex in its application. If you have ever flown, you have experienced the Safety demonstration from a flight attendant. Do you remember this? “If you are traveling with a child or someone who requires assistance, secure your mask on…
Newton’s Third Law: For every action, there is an equal and opposite reactionSir Isaac Newton (1643-1727). Sir Isaac Newton was an English physicist, mathematician, theologian, astronomer, and author. He was one of the most influential scientists of all time and a key figure in the scientific revolution whose discoveries gave way to the Industrial Revolution. Newton’s…
Being a 1%er is a matter of your life. While death is a certain end to your life, the cost of your healthcare rises as you age and the associated cost impacts your financial quality of life.Getting and staying healthy is the only choice you must make to be a 1%er for life. You must…