Wealth Blog Post

The Financial Planning Process: Five Keys to Success The financial planning process is something you can master. It can also be intimidating if you’re new to personal finance and/or aren’t currently investing.    The entire financial services industry is unnecessarily complex. While there are a lot of moving parts to [...]

How to Be Wealthier than Bill Gates and Warren Buffett Could you be wealthier than Bill Gates and Warren Buffett? I think the answer is yes.    Gates has a net worth of approximately $135 Billion, and Buffett’s is approximately $126 Billion.   The definition of wealthy is “having a [...]

The Simple Path to Wealth: Follow these 8 Steps The path to wealth can be simple, but it won’t be easy.   Whenever I’m working on something important, I try to start with the end in mind. In this instance, the starting point is for you to determine what “wealth” [...]

How to Build Wealth: Pay Yourself First Parkinson’s law teaches us that work will expand or contract to fill the space available for its completion. We’ve all experienced this, perhaps even this morning.  Odds are, you have a morning routine. When you wake up on time, you progress through it [...]

Beach Homes: Buy or Rent? Growing up at the Jersey shore is a thing I hold close to my heart. I loved being a local “beach dude,” especially when the summers came and the “shoobies” all flooded our little barrier island. There was something nice in knowing you lived in [...]

Stop Living Paycheck to Paycheck: How to Master Your Cash Flow The fact that almost 65% of Americans are living paycheck to paycheck violates one of my first principles of personal finance; spend less than you make.    It’s also a perfect example of the behavior gap. Meaning, having an [...]

Personal Financial Planning: Understanding the Process A technical definition of financial planning is the process of determining your financial goals, looking at your current situation, and devising strategies for achieving those goals. It’s best viewed as a process because it will need to be updated as your life changes.    [...]