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Choosing SMART Stocks

SMART Stocks

With thousands of stocks to choose from, it can be difficult to select the right one for the average investor. First and foremost you want to make sure that it fits your financial plan, risk tolerance, goals, time horizon, and other personal needs. However, regardless of your investing framework, click on the link below to help […]
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Why you need a financial plan

Why You Need a Financial Plan Part 3

In this series so far we covered how a financial plan can help you optimize your Social Security benefits. Click here to read part 1 and part 2. With advances in technology, you can easily analyze and compare different strategies and the results that follow. The purpose of a financial plan is to discover and establish […]
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How to Get More Money from Social Security Part 3

In the first part of the series I covered information on spousal benefits and using a strategy called “file and suspend” and “file and suspend plus” to maximize your lifetime joint benefits by timing when you claim. This article I will cover another one of the advanced social security claiming strategies. Since publishing this article series I have […]
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S.H.A.P.E. Personality Test

Rick Warren of Saddleback Church developed the S.H.A.P.E. test and assessment tool to help individual discover their own specific SHAPE for ministry. I have taught this course to several churches and organizations on finding and discovering how God has shaped you for ministry, service, and one’s profession. Regardless of your belief system, this assessment tool […]
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Social Security Benefits Frequently Asked Questions

I receive more questions about Social Security than any other topic I cover, especially with my recently published article series on Maximizing Social Security. This isn’t surprising given that more members of the baby boomer generation are starting to retire and become eligible for benefits. I have published the most frequently asked questions and scenarios I have received […]
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Your SMART Vision Statement & Endstate

Your vision in life answers the question “WHERE do you see yourself?” and “WHERE do you want to go?” Like a Mission Statement, your Vision defines your purpose, but it also focuses on your goals, aspirations, and where you want to go. Your mission is “WHY” you do things and is present-based. Your vision gives […]
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SMART Mission and Purpose

What is your purpose in life? Why do you exist? Why do you do what you do? From personal experience, people who understand their “WHY” can withstand any “HOW” and “WHAT.” Your Mission Statement is your purpose and direction in life. If done properly, it can motivate you, your organization, or your team, to passionately […]
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