Working with a Financial Planner A qualified financial planner can help you put your retirement plan into action and monitor its progress. A planner also can help you stay on track to meet changing financial goals by staying informed about emerging products—such as exchange traded funds—changing products, markets, and tax laws. One way to find [...]
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Key Questions for Your Broker or Lender 1. What are the points and origination fees? “Points” are up front interest payments on a fixed-rate mortgage. The more points you pay, the lower the mortgage interest rate. 2. Will the lender guarantee a good faith estimate? After applying for a mortgage, lenders have three days to [...]
I will maximize my income potential through education and training. Traveling the road to financial independence requires fuel, i.e., your salary and other income you save to invest in order to build wealth. So, as your journey progresses, it’s important to recognize your worth and to take charge of your earning potential. You can control [...]
I will effectively manage my budget, credit, debt and tax obligations. Traveling the road to financial independence requires fuel, i.e., your salary and other income you can save or invest to build wealth. So, as your journey progresses, it’s important to recognize what you’re worth. Is it time to ask for a raise? Do you [...]
Circle of Wealth We’ve outlined the process to help guide you on the path of financial empowerment and wealth building. It’s a continuum that requires focus, energy, and patience. So remain committed and don’t let any step along the way frustrate you. Just hang in there and you’ll achieve your ultimate goal. Commitment: Pledge to [...]