Category: Financial Security

5 Simple Ways to Fall Clean Your Finances

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview about
Staying on Top of the Big Picture When It Comes to Your Finances:

 1. Analyze Your Finances
Quarterly or Biannually

You want to make sure that your long-term strategy is congruent with your short-term strategy. If the short-term is not working out, you may need to adjust what you are doing to make sure your outcome produces the desired results you are looking to accomplish. It is just like setting sail on a voyage across the Atlantic Ocean. You know where you want to go and plot your course, but there are many factors that need to be considered to actually get you across and across safely. Your finances behave the exact same way. Check your current situation and make sure you are taking into consideration all of the various wealth-eroding factors that can take you completely off course. Continue reading “5 Simple Ways to Fall Clean Your Finances”

3 Money Mistakes NFL Athletes Make That Ruin Their Financial Lives

Available for Interviews: Chris Janeway

Chris Janeway is Founder & CEO Fourth Point Wealth and coaches investors throughout southern CA.  He is also a national speaker, financial coach, and advocate for financial literacy.

What Chris Janeway can say in an interview about
The Financial Problems of Many NFL Players:

1. They spend like they’ll make this kind        of money forever

Many NFL players find themselves bankrupt within a couple of years of retirement. They overspent and overborrowed on a flashy lifestyle that’s left them with nothing.

Continue reading “3 Money Mistakes NFL Athletes Make That Ruin Their Financial Lives”

How to Take Advantage of Your Home Equity in Retirement

Available for Interviews: Don Garman

Don Garman is the Founder and Chief Investment Officer of Mirador Capital Partners and Co-Founder of Tri-Valley Ventures. A seasoned investor in both public and private companies for over 30 years, Don leads Mirador’s Investment Committee and oversees each of the firm’s proprietary investment strategies.

What Don Garman can say in an interview on
Taking Advantage of Your Home Equity in Retirement:

As you’re thinking about retirement, it’s important in today’s world to realize you probably won’t be able to retire solely on returns from your investment accounts. Tapping into your home equity can be an attractive solution depending on where you live.  Here’s what you need to know about that process. 

Continue reading “How to Take Advantage of Your Home Equity in Retirement”

Money-Saving Advice for Grads During Challenging Times

Available for Interviews: Harry Abrahamsen.

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine. 

 

Talking Points from Harry Abramhamsen on
How Graduates Can Save Money During this Challenging Times:

Students are finally graduating and are now turning a new page in their chapter in life. Understanding various money strategies can significantly impact their financial success in the real world. It is equally important to start to save money to build up short-term liquidity. All too often people will throw all the money they have at their debt ignoring building short liquidity. The old saying that “cash is king” really applies here. Start a monthly saving habit and stick to it. Do not worry about a rate of return, because it is a short-term strategy.  This money may be needed for an emergency or to purchase a new home or condo. One of the early traps is “investing” into a risky investment so the money can grow—to potentially lose money to market volatility. 

Continue reading “Money-Saving Advice for Grads During Challenging Times”

Secrets About Money That Can Change Your Life

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

What Harry Abramhamsen can say in an interview:

Financial missteps to avoid:

  1. Do not roll a previous employer’s 401 (k) into a new employers 401 (k) plan
  2. Consider investing your previous employer’s 401 (k) into a fixed indexed annuity with no fees, this way your money is invested with uncapped upside growth potential and zero risk for market volatility.

Continue reading “Secrets About Money That Can Change Your Life”

5 Financial Things to Do Now That You Won’t Regret

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

 

What Lauren Moone can say in an interview:

By the time you reach your mid-30s, you may have been in your career for a while, maybe you own a house, you may have kids or are thinking about starting a family, and you’re usually beginning to make some traction in your financial life. But how do you maximize this momentum so that you’re making the right decisions now that you’ll be thankful for in 10 years? Here are five key elements to consider.

Continue reading “5 Financial Things to Do Now That You Won’t Regret”

5 Strategies to Talk About Money With Kids

Available for Interviews: Chris Janeway

Chris Janeway is Founder & CEO Fourth Point Wealth and coaches investors throughout southern CA.  He is also a national speaker, financial coach and an advocate for financial literacy.

What Chris Janeway can say in an interview about
Kids & Money:

Kids aren’t taught about money in school or often at home.  We don’t know how to appropriately teach good money habits.  Often, this is because we haven’t ever gotten educated ourselves.

Continue reading “5 Strategies to Talk About Money With Kids”

3 Tax Tips for Wealthy Investors to Save Big

Available for Interviews: Don Garman

Don Garman is the Founder and Chief Investment Officer of Mirador Capital Partners and Co-Founder of Tri-Valley Ventures. A seasoned investor in both public and private companies for over 30 years, Don leads Mirador’s Investment Committee and oversees each of the firm’s proprietary investment strategies.

What Don Garman can say in an interview on
3 Tax Tips for Wealthy Investors:

As a wealthy investor, you can afford expert advice and likely have the essentials of a strong financial plan covered like maxing out your 401k, contributing to an IRA and saving for your children’s college with a 529 plan.

Continue reading “3 Tax Tips for Wealthy Investors to Save Big”

Money Is Like Fruit: How to Keep Yours Ripe for the Future

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview about
Applying How to Maximize Your Money’s Potential:

Money Is not Math, and Math Is not Money

Money behaves more like a piece of fruit than mathematics.

Math is perfect. 1 + 1 will equal 2 . . . Forever.  But one dollar today plus one dollar a year from today will never equal two dollars because of taxes and inflation.  Money erodes over time. It’s just not about money eroding from today to your retirement years but for the rest of your life.  Money erodes over time in the form of:

Continue reading “Money Is Like Fruit: How to Keep Yours Ripe for the Future”

5 Ways to Supplement Your Income in Retirement

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

 

What Lauren Moone can say in an interview
on How to Supplement Your Income in Retirement: 

How can we spend our golden years without becoming a burden on our family or enduring multiple moves?

Many people are trying to answer that question. As you’re thinking about retirement, it’s important in today’s world to realize you probably won’t be able to retire solely on Social Security and returns from your investment accounts. 

Continue reading “5 Ways to Supplement Your Income in Retirement”