What’s Your Money Story?

What’s Your Money Story?

money stepsHave you ever thought about why your relationship to money is the way it is? Everyone has a story about it. You can’t make enough; it’s hard; I am never paid what I am worth; I make a lot but have nothing in the bank to show for it. It’s like an endless staircase. Are you stepping UP to your cause of a life of unlimited joy and freedom? Continue reading “What’s Your Money Story?”

“Special Needs” Means Special Financial Planning

“Special Needs” Means Special Financial Planning

“Special Needs” – Special Planning

special needs kids

As I sit with clients I am put into different situations. One very special young adult was a new college  graduate who has a 31- year-old brother with special needs. Their mother unexpectedly passed away with no life insurance and left this 25- year- old with over $400,000 in education debt and the responsibility of her brother. Can you imagine how stressful this is?

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The Love Of Money

The Love Of Money

love of moneyThe Love Of Money

 

One of the easiest things to accumulate is money. How?

  1. Earn it by working a career
  2. “Hobby for profit”, like making and selling candles as an example
  3. Selling  items we no longer have a use for
  4. Create or take a second job to pay for something you need or want

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Knowledge Is the New Money

Knowledge Is the New Money

big-money2 knoweldge

What is more important than the dollar? It is the knowledge in how to grow, move or hang onto it during a family, economic or emergency situation.

We are constantly advised through the media and advisors to invest in the market by placing it into deferred plans. None of them are telling you that taxes will go up or about the fees and penalties associated with these plans. We’ve been in an all-time tax low. Our president signed a bill with no cap on the rise of future taxes. The only way to pay for the health care change is from higher taxes.

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