Should I prepay my mortgage? The WealthAdviceMadeSimple answer would offer the following guidelines.
Category: Advanced Wealth
The Cost of Retirement Healthcare
Paying for healthcare in retirement is not easy. Here are a few quick tips.
Why Fees Matter
There are few certainties in life, and probably even fewer when it comes to investing. One guarantee that I can make is this: what you don't spend, you get to keep. Fees matter. Especially when it comes to your money. Those fees come in many designs, from professional advisor fees, to trading fees, to product … Continue reading Why Fees Matter
Am I Ready for a Private Investment?
Nearly every great business started as a private investment opportunity. So too has every business failure. I believe you must check these boxes before it is an appropriate risk to take.
Do I Need a Financial Planner?
What are the 3 skills you need to be your own financial planner? Here they are...
How Not to Hire Me (part 2)
A look at the next steps that may help guide you in building your own personal financial plan.
How Not to Hire Me (part 1)
A few basic ideas before even considering a professional planner.
Which Client are You?
I believe there are 3 types of people who walk into my office.
Wealth Advice Made Simple 