The Importance of Estate Planning: The Best Gift You Can Give to Your Family
Creating BAS Capital is a life-long dream. When I thought about what is my niche, how can I help? I looked in the mirror and realized that I was a financial mess and if I needed help maybe others did…
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Although these files might be nicely labeled appropriately, This system certainly doesn’t promote confidence. I hope you will join me over the next three months as we work together to build you financial confidence. First step in a batch process.…
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I know that many of you have a system for organizing your financial records. I would like you to consider my batch method. The first step is to take all of your paperwork and put it in piles(the batch) by…
Read MoreOkay so I was going to start this business in November, then my family came home, my extended family needed help, and I wasn’t sure how I was going to start this business, now I am in February. That is…
Read MoreOkay so you are pilling your paperwork by batches, great job, hopefully you are on your way. The first batch to attack is insurance. Why this first? Insurance falls into the set it and forget it group, and has the…
Read MoreYesterday I took my Dad to get his 2nd shot of the Covid vaccine, such a great day. He insisted we bring his iPad in case he needed to do any stock trading. He has a better iPad than my…
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You would think packing for a trip would be fun- why do I hate it so much? I feel the same about organizing my papers to prepare for my tax return. Here are a couple of helpful hints 1. On…
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This seems like an easy question right? Yes, I know where my money is. That is what I thought one year ago when the financial markets melted down. I managed billions in institutional funds and lived through the sub prime…
Read MoreWhen you think about your own personal wealth, your first reaction might be, what is a great investment product or give me a hot stock tip. What many underestimate is the notion of preserving wealth or managing wealth efficiently. So…
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