You have a fitness trainer because you need motivation and fast rules to maximize the use of the gym or get in shape with strength training very fast or be fit based on your lifestyle and body. In investing, you have many options and you have to start with a strategy, goal and a coach.Continue reading “How to invest with a goal and a coach”
Tag Archives: strategy
No more market loses and taxes with index investing and Personal Finance 101 for rich and poor
Rich or poor you can still save for a lifetime retirement income/pension/savings plan or your own personal 801k. Your money does not participate when the market is down, keeps your gain and principal intact. Nor market loses or risks. You save your net income each month, $200 or $3k or even more, no income limitsContinue reading “No more market loses and taxes with index investing and Personal Finance 101 for rich and poor”
3-day success list from Tony Robbins, rep speakers Tom Nestor and AJ, at business seminar in Walnut Creek
My past does not have to equal my future unless I choose to live there. Reasons for not playing a 9-10 in our business are due to lack of: drive, discipline, planning, priorities, poor time management, fear of failure, procrastination, lack of commitment and focus – 100%, not doing the success list/activities and follow up. IsContinue reading “3-day success list from Tony Robbins, rep speakers Tom Nestor and AJ, at business seminar in Walnut Creek”
How do you avoid the estimated 50% total taxes from your 401k before you reach 59.5 yrs old?
A qualified plan can be moved to another qualified plan (tax deferred). After moving to a qualified plan such as an Index Annuity (with up to 13% return), You can use the yearly return to fund your Index Strategy UL, with tax-free accumulation. For those who do not have a 401k or self-funded retirement plan,Continue reading “How do you avoid the estimated 50% total taxes from your 401k before you reach 59.5 yrs old?”
Retirement Checklist or Bucket List in 2014
How do we allocate our money? This year, I plan to allocate my money as follows: 1/3 in long-term savings, 1/3 in short term and 1/3 to create experiences with family, love ones and the community I live. I will allocate my time to create more income and build relationships. At 50plus, we all should save atContinue reading “Retirement Checklist or Bucket List in 2014”