meritplanning on August 30th, 2010

I am always looking for new strategies and new ways to help my clients and loved ones to accumulate, protect and grow their wealth and recently I found a really good one. 

Basic Idea: Every time you lose a dollar you not only lose that dollar but all the compound interest you could ever have [...]

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Everyone (including Financial Advisors) needs to decide “where do I start” when trying to optimize our financial plans and strategies.  I think it’s possible that we have been starting in the wrong place.  Let me tell you what I mean.
The three types of assets each of us has in our lives are:

Lifestyle Assets: The money [...]

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