Should Your Financial Planner Wish You a Long Life?

For a financial planner, it’s critical to know clients’ assets and cash flow to arrange investments to best meet financial goals. But the most important figure to really make accurate financial plans is the “end date” of the plan. 
Immortality 
The only reliable life expectancy calculator is owned and maintained by The One Above…. Read more

What are Common Characteristics of Millionaires?

While everyone’s financial situation is unique, during my nearly three decades of preparing financial plans, I’ve noticed that millionaires tend to share similar characteristics. 
Although correlation doesn’t prove causation, it may be interesting to review this list to see if cultivating these personality traits in yourself might increase your financial success. … Read more