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Tag: Goal planning

Information that helps you

Paying Off Your Mortgage Early the Right Way

  • Posted by Duc Quach
  • On July 21, 2017
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    • 8 likes
Mortgages can be a heavy weight that people must carry throughout their lives.  At times, it can seem like there is no end to your payments.  And with the new tax laws, guidelines and financial jargon it can be nearly impossible to keep on top of what’s really going on with your mortgage.  Paying off

What are the Benefits to Managing Investment Risk?

  • Posted by Duc Quach
  • On June 23, 2017
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    • 10 likes
Having a plan is great. When we were younger we had a plan to work at our dream jobs, or see the world, or retire at a certain age. What we usually do not plan on is what would happen if something were to stand in the way between us and that plan. Often, we

Reach Your Goal By Changing Your Habits

  • Posted by John Montoya
  • On March 2, 2017
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    • 12 likes
“Your beliefs become your thoughts, your thoughts become your words, your words become your actions, your actions become your habits, your habits become your values, your values become your destiny.” ― Mahatma Gandhi Life can be so busy and chaotic. Like many, it’s a struggle to maintain a healthy lifestyle including exercising as well as disciplined approach to meeting your financial goals.

The Gift of Gratitude

  • Posted by John Montoya
  • On December 27, 2016
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    • 15 likes
It’s December and the end of the year.  Time to look back and reflect on all our high and low points we’ve had in the month’s past.  It’s also now a time of gratitude as we choose to spend time with those dearest to us over the holidays. As we gather with our loved ones,

A New Way to Grow Your Assets

  • Posted by John Montoya
  • On November 21, 2016
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    • 14 likes
Personal responsibility is the key to happiness and freedom.  We tend to forget this every four years when we go to the polls to elect our next president.  So much hope is placed on one candidate and then despair if the outcome isn’t what we want it to be. The truth is, despite if you

Are Your Assets Election Proof?

  • Posted by Duc Quach
  • On October 24, 2016
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    • 14 likes
Wouldn’t it be nice if your financial plan performed regardless of who gets voted into office? Are your going to be able to protect your money when November comes? Some Democrats point out that Donald Trump has filed for corporate bankruptcies four times.  He’s unfit to lead our economy they may say. Some Republicans point

The Best Companion for A 401k Retirement Plan

  • Posted by Duc Quach
  • On October 11, 2016
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    • 11 likes
You know the advice about saving for retirement… start as soon as you can, invest for the long haul, contribute to your 401k… What you might not be aware of is that a 401k is just one option for your retirement dollars. Most people do tend to take advantage of their employers 401k Qualified Retirement

Life Insurance Cash Value: The Ultimate Rainy Day Fund

  • Posted by Duc Quach
  • On May 20, 2016
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    • 9 likes
Did you know that Life Insurance Cash Value is you ultimate rainy day or emergency fund? Most Americans tend to keep a savings account or what we refer to as an “Emergency” or “Rainy Day” Fund and if you are like the typical American, chances are you keep that savings at your local bank. For