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Calender

Systems And Habits

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Let’s define what we mean by systems and habits. Simply put, a system is a set of steps or processes that we follow to achieve a specific goal. For example, if you’re trying to save money, you might set up a system for tracking your…
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More Than Money

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  When you hear the term financial advisor or financial planner, what’s the first thing that comes to your mind? If you’re like many people, you said investments. While investments certainly are a part of what a good financial planner does, real financial planning is…
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Staying Focused Like Buffett

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What an investor needs is the ability to correctly evaluate selected businesses. Note that word ‘selected’: You don’t have to be an expert on every company, or even many. You only have to be able to evaluate companies within your circle of competence the size of that circle is not very…
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Should a Trust Be Part of Your Estate Plan?

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Trusts used to be seen as an estate planning tool for only the very wealthy, who have complicated family situations to sort out, and high-value assets to protect. Times have changed. Modern lives are complicated, asset values are high, and good estate planning is for…
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Fear, Greed & Going Broke

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  One of the most important things that you can do to help you realize your financial goals is to develop a strategy to help reach those goals, and then stick to that strategy. It is much easier to change the course at every sign…
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How to Have “Enough”

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We have all seen those commercials that ask us, “What is our number?” That number in the bank account that allows us to “Retire.” We also tell ourselves “If only I can make X per year I will be set.” Whatever that number is, I…
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What To Do In A Down Market

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    There is no doubt that our country,  and our world, are facing some very serious challenges ahead. Inflation is high, there is fear of recession, and we are divided as a nation. However, there are opportunities that present themselves to us during this…
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Can I Contribute to My Roth IRA 2022

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A question that often comes up is, can I contribute to a Roth IRA? There is still time to contribute in 2022 IF you qualify. I am going to walk you through the steps of whether you qualify.  First, do you have an earned income? If you…
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Protecting And Growing Your Business Using The Law

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In this week’s Bridge to Wealth, we’re welcomed by Togai Atac, Founder and Managing Member of Atom Law Group. Aside from his role as the chief executive of the firm, Togai works closely with both robust small US businesses and US subsidiaries of foreign businesses…
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