Your Circle of Wealth Video Vignettes

We believe that avoiding losses can often have an equal, or possibly greater, impact on your financial future than trying to find the appropriate investments potentially paying the highest returns.

Now is the time to find out what you need to do to make sure your financial future is on solid ground.

Learning to avoid or recapture the opportunity lost from money you may be losing in taxes, interest, etc. can have a tremendous impact on your financial future.

Which one are you?

Given the choice, many people would prefer to avoid taxes today at almost any cost.  Hence, one of the most common recommendations of where to place your money to grow for the future is in Qualified Retirement Accounts.

Do you have L.U.C.K. operating in your current financial position?

The sad truth is that, for many Americans, they may lose more money financing the cars they drive to work than they might accumulate in their lifelong savings account.

Of all the assets you have, there is most likely none more valuable than you and your ability to bring home a paycheck.

Make sure your right pocket knows what your left pocket is doing.

Would you cash that check?

While we'll help our clients find better investments that can potentially pay higher returns, we believe that focusing on avoiding one's losses is the place to start.

Compounding interest in a taxable investment account creates an increasing tax.

There's a difference between tax evasion and tax avoidance - it's about 5 years in a federal penitentiary.

It's easy to think something is true if you don't have all the information.

After you determine your income and wealth potential, ask yourself if the money you expect to have at retirement makes sense compared to how much will actually go through your hands.

There's another type of interest you might want to pay attention to, and that's the interest you may be losing.

The sooner you get started, the greater the potential.

Average does not mean the exact same thing as real.