I’ve got some exciting news: Today marks the one year anniversary of the start of my Financial Planning business. Yes, my business name (Forthright Finances) has been around for a few years. But that included some time when I was working at my old company – who controlled and oversaw how I did things. Wanting to be completely independent, for my clients and for myself, I decided to end that relationship and start my own business separate from them. So…
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Do What Feels Uncomfortable
Last week we saw the season finale of my favorite guilty pleasure, The Bachelor. Our bachelor Peter finally got down to his final two ladytestants, Madison and Hannah Ann. Sadly for Peter, his first choice (Madison) broke up with him before he ever got the chance to propose. Which meant that it was down to one ladytestant, Hannah Ann. Not wanting to go home single (the show is basically built around a proposal at the end), Peter proposed to Hannah…
This Is How Warren Buffett Makes His Money
The coronavirus fears have continued their effect on the stock market. Just today, the US stock market is down around 7.6%. And the markets are down around 19% from their all time highs earlier this year. Naturally, this leads lots of us to ask, “what should we do now?” I was actually talking to one of my favorite, and smartest, clients earlier today. She didn’t want to sell her investments. And she wasn’t happy with just holding on to what…
Kobe’s Advice To Be A Better Investor
Yesterday was the memorial services for Kobe Bryant. It was full of very powerful and emotional speeches and tributes. My favorite came from Shaquille O’Neal, who was teammates with Kobe early on in his career. Shaq was quoting a philosophy that Kobe had shared with him, and here’s what Shaq said: Everything negative, all pressures and challenges, is all an opportunity to rise. Shaq and Kobe discussed this in reference to basketball, but it can apply to all areas of…
Even Nancy Pelosi Wouldn’t Rip This Up
On Tuesday night we had the latest episode of our country’s political reality TV show. As I’m sure you heard, the feud between President Trump and Speaker Pelosi is only getting worse. It started out when Trump apparently avoided shaking hands with Pelosi before the speech. And after the speech the feud escalated, as Pelosi ripped up Trump’s speech in half, right as he finished. She felt like the speech was so bad it wasn’t even worth the paper it was…
The bachelor ladies teach you realistic expectations
We’ve reached the point in The Bachelors season where the bachelor and our ladytestants leave their mansion in Malibu and travel around the world finding true reality TV show love. Previous seasons have taken them to Singapore, the Bahamas, Belize and Aruba. So its no shock that the ladytestants were quite excited to hear from our host Chris Harrison on where they were off to next. Check out this picture to see their excitement as they awaited to hear the…
The Most Hated Bachelor Contestant (So Far)
Do you know what last week was? It was the premiere of my favorite TV show guilty pleasure, The Bachelor. If you’re unfamiliar with the show, it goes like this. A single bachelor (Peter is this season’s bachelor) is put in a mansion in Malibu with 30 ladies vying for his attention, and his love. If he likes one of them enough, he gives them a rose, which allows them to stay in the mansion for another week. To keep…
Houston, You Have A Problem
This has been a tough sports week for me. You see, I’m a big LA Dodgers baseball fan. Well, I really just get into it when the playoffs start – the regular season is way too long. But that’s another story. A few years ago, the Dodgers lost in the World Series to the Houston Astros in a classic 7 game series. It was heartbreaking at the time but I got over it (very slowly). Actually, I had gotten over it. That…
What The Pope Slap Can Teach You About Investing
Did you see what the Pope was up to earlier this week? It’s been all over the news, and it’s kind of been hard to ignore. The Pope was making his way through a crowd, and a woman touched him (not unusual). But it escalated when she actually held on to the Pope’s hand and wouldn’t let go, at which point the Pope gave this woman’s hand a slight slap to get her to release her hand. Here’s the video:…
3 Year End Tax Strategies
With the end of the year fast approaching, I wanted to share some time sensitive strategies that could help you pay less money to the tax man and keep more money in your pockets. If you want help in getting this done, schedule a call with me and let’s get to work. If you want to do it on your own, read on: Maximize Your Employer Match Opportunities A lot of companies offer to match contributions that their employees make…