Ten Investment Mistakes to Avoid

on February 20, 2017

  This blog post is provided by the Financial Planning Association. Who needs a pyramid scheme or a crooked money manager when you can lose money in the stock market all by yourself. If you want to help curb your loss potential, avoid these 10 strategies.

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Prosperity Points for Your Valentine

on February 6, 2017

Valentine’s Day promotes candy, flowers, and candle-lit dinners. However, if loving someone involves making his or her life easier, you might consider giving the gift of better financial security.

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I’m So Confused! (End of Year Tax Documents)

on January 30, 2017

This time of year, you begin to get tax documents that you will need when you complete your income taxes. Some of the most confusing documents involve your investment accounts, and I want to give you an overview of what you can expect to receive.

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Job Changer’s Financial Checklists

on January 23, 2017

This blog post is provided by the Financial Planning Association. As you look forward to starting a new job, it’s important to consider how you will manage your finances while making the transition from one employer to the next.

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New Year’s Prosperity Points

on January 16, 2017

Each morning, at approximately 8:05 a.m., I have a one-minute radio spot on SportsTalk radio, 1400 AM, 99.3 FM. The first week of January, I offered the following five spots that I believe will help you organize your New Year and have a more prosperous 2017.

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Strategies for Keeping Your Resolutions

on January 9, 2017

A New Year is always a good time to make a fresh start and some resolutions! Psychologists say that most goals are abandoned well before the end of January. This is why gym memberships are pushing year-long memberships now! To help you be successful this year, I want to give you a piece of advice:…

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Prosperity Points for 2017!

on January 3, 2017

Happy New Year! Happy 2017! This is your opportunity for a fresh start—to try to accomplish new resolutions or revisit some older ones. I hope one of your goals involves creating or reviewing your financial plan. Here are a few tips to help you get started.

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Prosperity Points for Happier Holidays!

on December 23, 2016

Even though the holidays are called “the most wonderful time of the year,” the money that you spend can leave you feeling more like the Grinch than Santa Claus. Between the parties, the family meals, and the presents, sometimes it seems that all we do in December is spend money. However, it’s possible to have…

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Prosperity Points on Being Thankful

on November 7, 2016

Thanksgiving is one of the best holidays of the year! It doesn’t come with an expectation of presents, and it focuses on food. Happily, more employers are opting out of opening early, and it is the last day before the craze of the holiday season begins. Best of all, it is a day dedicated to…

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