© 2019 Leap Systems

SANE SOUND SIMPLE 

- OWNING YOUR FINANCIAL JOURNEY -
SUBSCRIBE
RECENT POSTS

August 16, 2018

Please reload

ARCHIVE
Please reload

TAGS
Please reload

June 1, 2018

A few days ago, I was golfing with my buddy Don. We are both in our mid-fifties, empty nesters, and only a bit in denial that we’re in the second half of our lives. Our conversation turned to finances, and Don...

January 18, 2018

*Originally posted on ruston.agentadvisors.com*

Question: I have been working with a financial planner for a few years and I’m not satisfied. It isn’t so much about the investment part. That’s been OK. But I jus...

December 6, 2017

*Originally posted on andefrazier.com*

The first step to finding a great money team is to recognize that ultimately you are 100% responsible for your financial decisions.  This includes making sure you are educa...

November 21, 2017

As year end approaches, various holidays have most people running around preparing for guests, buying gifts and doubling-down on the craziness already controlling most people’s lives.  But this is also a time o...

November 9, 2017

Building a business takes a lot of effort, time and money.  With your attention typically focused on daily tasks and personnel, you may be unaware of critical financial planning issues that could impact your lo...

October 23, 2017

*Originally posted on ruston.agentadvisors.com*

Q: I had a really bad experience with a so-called financial advisor several years ago. Since then I’ve kept my affairs pretty simple and done everything I could fo...

Please reload