Further Reading
Learn more about your areas of interest.
Click on any of these topics:
Fundamentals of Planning ♦ Debt & Budgeting ♦ Mortgage & Real Estate ♦ Tax Planning ♦ Insurance Planning ♦ Investment Planning ♦ Estates & Trusts
Diversify Stock Rabbits with Bond Turtles
RETURNS AND RISKS A drawing of the Modern Portfolio Theory, an investment theory created by Nobel Laureate Harry Markowitz in 1952. If stocks...
The Rule of 72
The Rule of 72 JULY 11, 2024 | PRESSBANNER.COMThe Rule of 72 strongly suggests early investing in long-term stock, gold or real estate....
For the Love of Stocks
For the Love of Stocks JUNE 28, 2024 | PRESSBANNER.COM“In a recent nationwide survey of working age Americans, 79% agree that the nation faces a...
Financial Life Planning and Homelessness
Financial Life Planning and Homelessness JUNE 14, 2024 | PRESSBANNER.COM“171,000 people experience homelessness daily. California is home to… 30% of...
What is Financial Life Planning?
What is Financial Life Planning? MAY 31, 2024 | PRESSBANNER.COM “The unexamined life is not worth living.” —Socrates I am an evangelist for...
Buckets for Budgeting
Buckets for Budgeting MAY 16, 2024 | PRESSBANNER.COMBuckets of budgeting can help residents realize their dreams. 1. Financial Planning is budgeting...
Get in Touch
Schedule your free consultation.
