Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and identifying adjustments for 2017 can help you start the new year stronger than ever. How healthy are your finances? Think of a year-end review as an annual […]
Are You Ending 2016 Healthy, Wealthy, and Wise? Read More »
Why you should beware Doug Andrew’s Missed Fortune I went downstairs this morning, poured a nice cup of coffee, opened my Sunday edition San Diego Union newspaper and there it was. A full quarter page advertisement promoting Doug Andrew’s seminar titled Now’s the Time to Convert Your IRAs and 401(k)s to Better Plans (While Tax Rates are
Beware the “Missed Fortune” Sales Concept Read More »
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