Monday, July 19, 2010

Power Principles for Success!

As many of you are aware, I have been working on a book with several of my colleagues who were named, along with me, to America's PremierExperts. America's PremierExperts is an organization that recognizes experts in their filed that are spreading knowledge and creating awareness in area of expertise. The experts have made significant contributions to their industry and the marketplace as a whole.

Interacting with the group this year has been a remarkable experience and I have learned so much by spending time with them. If I could wrap up everything I learned from them over the course of the past 12 months, I would, but that would be next to impossible.

I would tell you that the book we all contributed to, Power Principals for Success: America's PremierExperts Share their Biggest Success Secrets for a Life of Health, Wealth Happiness and Prosperity is the closet thing there is to summing up my experience with this group!

We'll be launching the book on July 22nd and I encourage you to purchase a copy and discover the knowledge that's being shared. We've put together a huge bonus package to help launch the book. By buying the book you'll receive hundreds of dollars worth of bonuses!

I appreciate your support. Watch for my blog post next week to get the details on how you can get these great bonuses.

Tuesday, July 6, 2010

Keeping Your Plan on Track

Part of my job as a Wealth Strategist is to help my clients to stay on track with their financial plan. This includes helping them to avoid making big money mistakes. I've recently developed a list of five, thought-provoking questions that can help clients to realize mistakes that they may not be aware that they are making:

1. What is the process that you use to budget or examine your consumption activities? The answer to this question can help you keep your family's spending within your acceptable limits.

2. Do your goals and aspirations have realistic time lines? This answer helps to keep you from setting unrealistic expectations for your financial plans.

3. Do you know what you can do, so that you can share with others what you want to do? The purpose of this question is to explore if you have adequate protection against unforeseen losses.

4. How have you strategically diversified your investments in order to reduce unpredictable fluctuation? This answer will help protect you from unnecessary investment risk.

5. Will you outlive your retirement resources? The answer to this question will determine the effectiveness of you inflation impact plan.