Blog — Five Financial Foundations RSS

The company defined contribution plan is the workhorse for wealth-building Americans. Are you taking full advantage of this asset-building tool? The plan may have another name, might actually be a 403(b) plan or a Section 457 plan. I know, I know, this is all mumbo jumbo. The basics work like this. You can put a...

I've spent over 30 years in the financial services industry as a stockbroker, financial planner, and, more recently, teacher. There are, in fact, methods that can help you achieve your financial goals; I call these principles the Five Financial Foundations. How did I discover them? I observed real people, with real financial challenges, who intuitively applied...