Monthly Archives: November 2011

Defining Moment #1 Part 1 – Banks and The Velocity of Money

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Defining Moment #1 Part 2 – Banks and Your Mortgage Payments

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Defining Moment #1, part 3b Inflation and Your Mortgage

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Defining Moment #2 Part 1 – Taxes and Your Qualified Plans

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Defining Moment #2 Part 2 – Baby Boomers, Taxes and Your Money

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Defining Moment #2 Part 3 – Inflation, Taxes, and Wall Street

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Demographics #1 – Baby Boomers and Your Money

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Demographics #2 – Baby Boomers and The Government

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Demographics #3 – 401ks and IRAs

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Financial Transfers #1 – Lost Opportunity Cost

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Financial Transfers #2 – Who’s Ripping You Off?

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Financial Transfers #3 – The Power of Internal Savings

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Mortgage #1 – Banks and Mortgages

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Mortgage #2 – To Mortgage or Not To Mortgage

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Mortgage #3 – Paying Cash For Your Home

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Mortgage #4 – Paying Cash For Your Home

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Mortgage #5 – 15 Year Mortgage vs. 30 Year Mortgage

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Mortgage #6 – Minimizing Your Taxes

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Mortgage #7 – The Myth of Paying Extra Principle

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Why Traditional Planning Fails #1 — Inflation

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Why Traditional Planning Fails #2 – Average vs. Actual ROR

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Why Traditional Planning Fails #3 — Taxes

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Why Traditional Planning Fails #4 – Market Indicators

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BETWEEN YOU, ME & THE GOVERNMENT

Federal Reserve Chairman Ben Bernanke bluntly warned the U.S. Congress on Thursday that failure to act soon to deal with the budgetary strains posed by an aging U.S. population could lead to serious economic harm. “We are expecting what seems …

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DEMOGRAPHICS – The Changing Financial Landscape

Your economic situation is a matter of choice, not a matter of chance. Misguided and self-inflicted, it is centered on the lack of knowledge. Driven by fear, cautious of change and paralyzed by perceptions, financial decisions are made by default, …

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MISGUIDED WISDOM – Thinking Minus Logic

Traditional financial thinking of the past has always emphasized the rate of return on our investments. The faster you want your money to grow, the greater the risk you would have to take. Many words have been spoken and written …

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WHY TRADITIONAL THINKING FAILS TO REACH ITS GOALS

It is my opinion that in order to improve our lives I believe it is necessary to enlist a new thought process. The ten defining moments is a simple yet effective thought process that was designed to help you analyze …

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OWNING A HOME – The Most Misunderstood American Dream

One of the largest transfers one will ever encounter is the purchasing of a home. It is part of the traditional American dream. It can turn into a nightmare with sleepless nights and difficult decisions. Download PDF to read more

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QUALIFIED PLANS – Financing Your Future or the Government’s

If I could tell you the exact day that your retirement account would suffer its greatest losses, would you want to know that day? Then in knowing that day, if you could do something now to prevent those losses… would …

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TAXES – The Largest Transfer of Your Wealth

In your everyday existence, you are confronted with transfers of your wealth. You continuously, unknowingly and unnecessarily, give or transfer money away. Not only do you give this money away but you also lose the ability to earn money on …

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THE CHARITABLE LEGACY – Your Gift to the Future

How many opportunities in life have passed you by simply because you were not aware of them? There is an opportunity that is lying in front of you that could be so critical to your financial future I feel I …

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THE DEFINING MOMENT – A Life-Changing Approach to How Money Works

Every financial institution understands the power of money. They also understand the term “the velocity of money.” Money that doesn’t move or have velocity is like money that is stuffed in a mattress; it doesn’t create wealth or profits. Download …

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THE FAMILY LEGACY – A Grandparents Guide…

With the final breath, it all ended. All the lifelong dreams, the fifty years of work, raising a family, the pain of losses, the memory of joys and happiness gone. Now all that is left of that life are the …

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THE MONEY MATRIX – Understanding How the Components of Money Work for You

Of all the opportunities that you have discovered in your life, which were the most important? Of these opportunities, which one changed your life forever? Now ask yourself one question: how would the opportunities that you’re not even aware of, …

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THE THOUGHT PROCESS – Changing Traditional Financial Thinking

It is difficult to get the right solution when you start out with the wrong premise. If we enter ourselves in a false belief system, we become what we believe. An example of that false belief system existed until 1954, …

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