THE BASIC INVESTMENT STRATEGY FOR EVERYONE 1) Save a set amount, no matter what's going on in your life -- each month -- even more when you can2) Give a generous amount to your church and/or charity each month 3) Don't let unnecessary commissions and management fees invade your capital4) Don't take unnecessary risks trying to beat inflation or with the hopes of making a profit5) Have long term care insurance 6) Have sufficient "Safe Money" when you stop working 7) Know that your age and your marketability are in inverse proportion. Manage your financial life accordinglyTHERE IS ONE LIFE CIRCUMSTANCE THAT IS PROFOUNDLY REALThe older we get and the further we get into our own lifecycle, the less time and opportunity we have to correct and overcome mistakes. And the less time we have to prepare for our future.THAT IS ESPECIALLY TRUE WHEN IT COMES TO OUR FINANCIAL WHEREWITHALIt is part of life’s wishes to be able to know in our hearts that we will be safe and financially secure when we retire, and that we always will be.We want to be certain that lack of financial wherewithal will never cause us to be a burden on anyone – not our mate, children, grandchildren, relatives or friends.Our primary concern is that our Safe Money remains safe, and that when we go to be in God’s Heavenly Kingdom, what we have left in our estate to be passed on to loved ones, church and charities will transfer exactly as we willed.BUY HOW DO WE DO THAT?How do we do that, when more often than not those giving us advice depend on selling us one or more financial products? Can they really have the independence required to be true fiduciaries, or do the transactions they advise us to make result add important components to their own financial wellbeing?MY PURPOSE IS NOT TO SELL YOU ANYTHINGAs a financial coach, what I provide for you is guidance so that your decisions will be made in a knowledgeable, focused and well-thoughtout and planned manner.
Listed skills include Financial Advisory, Commercial Real Estate Sales, Personal Financial Planning, Wealth Coaching, and 46 others.
