The recent impact from the global pandemic has certainly shaken markets. Markets tend to have the greatest impact on portfolio assets and can cause you to question whether you are doing things right, or do you have the right team to guide your plan. Here are five areas to confirm and adjust, so you are prepared for the recovery. Do you have the proper emphasis? In the order of importance, the six elements of the success fundamentals are: How early you start investing How often you … [Read more...] about 5 Financial Moves to Thrive in the Recovery
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Bank of America Celebrates 100 Years!
Many of us are familiar with Bank of America as a company, and probably even use their services daily. The Bank of America name that we’re all familiar with first appeared in 1923 with Bank of America, Los Angeles. Bank of Italy of San Francisco acquired it in 1928, which it then took the Bank of America name two years later. This means that it’s celebrating over 100 years of being in operation, and that’s something of which we can all be proud. Bank of America's Achievements Throughout its … [Read more...] about Bank of America Celebrates 100 Years!
Spend Smart: Your Money-Saving Guide
Wise investments increase your value and grow your wealth. Creating and following a financial plan doesn’t mean never spending a dime; quite the opposite, actually. You’ve probably heard the saying, “Sometimes you have to spend money to make money.” That’s true, especially if you want to position an already successful business for even more success. By spending, I’m not talking about a new BMW or designer suits or trendy shoes. The toys are tempting. But no matter what make and model … [Read more...] about Spend Smart: Your Money-Saving Guide
Financial Planning for the Holidays
You know it is holiday time because all you see and hear are advertisements for products that the advertisers want you to buy, even if you haven't financially planned for or cannot afford it! It just seems to be that sales are everywhere. Years ago, people used to save more money, on a weekly basis, on a monthly basis on an annual basis. People put money aside and we did not live beyond our means. Today, unfortunately, it seems that people are just buying things, spending money that they do … [Read more...] about Financial Planning for the Holidays
Saving for a Sensational Century
The fastest growing segment of the population today, percentage wise, is people over the age of 100. This trend will continue which means that you will need more money than you thought to enjoy the quality of life you desire as you age. The goal is to get there healthy, with quality of life, and to be able to afford the quality lifestyle you have been accustom as you approach the future you seek. Below are some important and necessary ways to save and invests so you enjoy 100 healthy, wealthy … [Read more...] about Saving for a Sensational Century
