Category Archives: Blind Spot 1: Developing a Plan

Four Powerful Money Questions to Make 2014 the Best

With only 47 days left in 2013, it is a good idea to start thinking early about what you’d like to accomplish in the New Year to improve your money and personal finances. Here are four “power” questions to consider … Continue reading

Posted in Blind Spot 1: Developing a Plan, Blind Spot 2: Increasing Fiscal Literacy | Tagged , , , , , , , , , , , | Leave a comment

Some Perspective on Success

In Robert Conklin’s book, Think Yourself to Riches of Life, he offers some new and old insights into the mental side of success.  The following can be great reminders for all of us: Want to know what you’ll be like … Continue reading

Posted in Blind Spot 1: Developing a Plan | Tagged , , , , , | Leave a comment

Understanding Debt Management

As a modern consumer, you need credit. When you were growing up, you may have heard your parents or grandparents say, “If you can’t pay for it with cash, then you can’t afford to buy it.” That may have been … Continue reading

Posted in Blind Spot 1: Developing a Plan, Blind Spot 2: Increasing Fiscal Literacy | Tagged , , , , , , , , , , , , , | Leave a comment

A 2-Minute Success Story – Mortgage Free 12 Years Sooner

As more and more retirees head into retirement with more debt than ever, and less financial flexibility, I want to share this great success story! Watch this short video on how we helped a homeowner shave 12 years off their … Continue reading

Posted in Blind Spot 1: Developing a Plan, Blind Spot 3: Storing Money Efficiently | Leave a comment

Welcome to the 4 “Blind Spots” blog

People often ask us what makes us “different” from other mortgage lenders.  What is it that makes getting a mortgage or advice from us any different than from anywhere else?  The answer has become simple:  Because of our “WHY”. The 4 “blind … Continue reading

Posted in Blind Spot 1: Developing a Plan, Blind Spot 3: Storing Money Efficiently, Blind Spot 4: Building a Wealth Team | Tagged , , , , , | Leave a comment