10 Rules to Avoid Scandals and Ponzi Schemes

Have you heard about the massive amount of money investors lost due to the Madoff Ponzi scheme? There sadly are so many more scandals and schemes alive and doing well in the financial area.   Historically, however, investors who follow these ten simple rules...
STOP Moving Your Money … FOREVER

STOP Moving Your Money … FOREVER

Bert worked for one of the large Detroit automobile companies for many years and had a retirement plan with some very expensive no-load investment options. Every Monday, Bert checked in with his office peers and then adjusted his employer’s retirement account, moving...
You Don’t Know What You Don’t Know

You Don’t Know What You Don’t Know

For thirteen years, we taught investment classes for a college and various local community education programs. Many students were highly educated—successful business owners, mid- to high-level corporate managers, doctors, lawyers, MBAs, nurses, technicians,...
COSTS: What You Don’t See Could Hurt You!

COSTS: What You Don’t See Could Hurt You!

I (Maria) am the type of person who feels secure when I’m in control and well informed. When working as a biomedical photographer, before I started a new career as a Wealth Coach with my mother, I’d read my employers’ 401(k) investment prospectuses, and then believed...