ADVICE/FINANCIAL ADVICE

Lifestyles Of The Rich And Broke

Do you want to be rich or wealthy?
I enjoy the song by Calloway, “I Wanna Be Rich,” but let’s enhance this anthem by changing the last word so we can recite instead “I wanna be wealthy.”
Are some so obsessed with becoming rich in order to appear on the series “Lifestyles of the Rich and Famous” […]

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Are You In Financial Transition?

I’m a financial adviser and CPA by trade.
Many years ago an associate, now deceased, lived like he would never leave this world. He had a residential construction business and significant real estate holdings, but did not maintain good records or clear title to deeds (i.e. he might have his ex-wife or one of […]

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