<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=275610486160139&amp;ev=PageView&amp;noscript=1">

Value Creation Blog

Are You Struggling With Retirement? - Video

Today's post is a video.  It's about retirement and whether the thought of retirement is causing you some problems. The truth is that for most people the answer woiuld be yes.

Continue Reading

Topics: retirement, valuation for wealth management firms, retirement remorse


4 Secrets To Retiring Earlier In Life

Picture1.png

This is a guest post from Steven McMeechan from Capstone Financial Planning in Australia.

Retirement is the dream of almost everyone in the developed world. No one wants to keep working longer than necessary. Even people who love their jobs or work for themselves want the financial freedom to sustain themselves without a consistent paycheck – to decide when, where, and how they’re going to work. Here are some tips to achieve that level of freedom, and to help you retire earlier if you so choose 

Continue Reading

Topics: retirement planning, Saving for retirement


Some Second Quarter Commentary On The Markets

invest-key-on-laptop-showing-investment-market_MyfRDVP_.jpg

Our partner, Assetmark produces some really good stuff.  I thought you might be interested in some information theuy've put out about the second quarter and what's going on in the markets.

Continue Reading

Topics: investing


4 Random Thoughts About Your Wealth

wealth-board-showing-money-not-poverty_M1c964Pd.jpg

You may have noticed that the stock market has been doing pretty well since Donald Trump was elected President.  Whether you like him or not, that is a fact.

Continue Reading

Topics: wealth management, jobs, opiooid crisis


Are You An Investor Or A Speculator....

Too many times people think they're being an investor, when in reality they're just speculating in the marketing.  And when you're speculating, you might just as well take your money and go to Vegas to see how you do.

Continue Reading

Topics: investment management, Investments, investment management video


7 Investment Disasters You Need To Avoid

market-word-sinking-showing-a-depressed-economy-or-recession_zkmmhGPd.jpg

The main reason you want to hire an investment/wealth manager is to help you avoid investment disasters, if possible.  If you look at the research firm Dalbar, you’ll see that too many investors make the same mistakes and as a result, get a return that’s much lessthan the market.

Continue Reading

Topics: financial planning, wealth management, Investment Planning


The Real Reason To Have Health Insurance

old-wife-praying-for-terminally-ill-husband-lying-in-coma_StBrP7p4i.jpg

In the debate around health care costs and having health insurance, there is one giant thing that's always missed.  That's the savings you receive for out of pocket costs if you have insurance in the first place.

Continue Reading

Topics: health care


How To Turn Your Hobby Into A Great Business

Work_For_Someone_Else.pngThe number one asset you have is the ability to earn money.  And, in my opinion, the best way to do this is to work for yourself.  The problem is you probably don't know what to do.  Read this post I found on how to turn your hobby into a business. It's really the easiest way to get a little extra income in your life.

Continue Reading

Topics: earn money, work for yourself


Your 5 Minute Retirement Planning Tutorial

woman-at-the-beach_SF3B3cArj.jpg

6 Mistakes People Make in Retirement Planning

Take a look at this post from Malaysia.  It's just as true for us in the US as it is there. Why don't you read the post and then let me know what you think in the comments below?

Continue Reading

Topics: retirement planning, business owner retirement


When Pets Are Left Behind, What Will You Do?

an-elderly-hispanic-senior-citizen-man-petting-his-dog-with-a-large-smile-on-his-face_HFceHaNRHs.jpgOne of the things we don't focus on when it comes to our aging parents is their pets. Through no fault of their own, pets often get left behind in planning when we think about what's next for our parents or what's next for their pets who they truly love after they die.

Continue Reading

Topics: wealth management, pets, parents