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Save Big Money On Travel. See the World!

Everyone should travel.  Why?  We need it to remove our cobwebs, and our prejudice.  I have never heard an elderly client nearing death ... continue reading


Four Legacies. All True. Not All Wise! Part 2 of 2

Our last article introduced three legacies. This article features the story of a woman that changed, and continues to change the lives of ... continue reading



Four Legacies. All True. Not All Wise! Part 1 of 2

When we think of a legacy, we most frequently think of the legacy a person leaves following their death.  These two articles are the story ... continue reading


Are You Financially Healthy? Do You Measure Up? Part Two

Our original article introduced the concept of Financial Health. We referred our readers to the illustration of the medical profession's ... continue reading


Are You Financially Healthy? Do You Measure Up? Part One

Are you financially healthy? How do you know? This is a two part article. We are continuing our theme of Financial Health. Every person ... continue reading


Do Catholics have to be smarter than their friends to invest their money?

Image of A money changer displays stacks of 100 US dollar bills at a foreign exchange counter.

Absolutely! Their options are narrowed by the integration of their religious values with their investment opportunities. All of a sudden ... continue reading



Developing a Wise Purchaser Mindset

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† A family can achieve significant savings monthly by purchasing the same things more thoughtfully, † purchasing different things to ... continue reading


What is Financial Health?

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WHAT IS FINANCIAL HEALTH? Are There Degrees of Financial Health? Is there such a thing as Optimal Financial Health? FINANCIAL HEALTH IS ... continue reading


Is It Patriotic To Seek To Reduce Your Taxes?

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Introduction: Would your ability to build wealth be enhanced if you could contractually force a third party to match every dollar you ... continue reading


We Live Right On The Edge

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The truth is that most families choose to live right at the edge of their income, enter into obligations to fund new cars and expensive ... continue reading


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