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Why I Became a Financial Advisor

I became a financial advisor because I love to help people reach their financial goals and dreams. Most people really do not know where they stand relative to their most important financial goals. For instance: When can you afford to…
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A Christmas Gift for the Ages

Not all Christmas gifts are created equal. Sure, it’s great to give gifts to light up your child or grandchild’s face when they rip off the wrapping paper, but what about giving something for their future? Two of my three kids have…
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Why I Love Single-Family Rental Investments!

Single-Family Rental developments can add easily diversification to most portfolios. They are surprisingly easy to add to your existing taxable or IRA brokerage account portfolio. I've always been intrigued by owning commercial real estate.…
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Two Emotions Kill Your Investment Returns

Will coronavirus fear kill your portfolio?
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How You Can Succeed Like a Pro in 2020

I thought you may be interested to know how an experienced (25-years) financial planning professional goes about planning for financial success in the New Year. MY GOAL - Live a balanced lifestyle, enjoying life today while saving for an uncertain…
Financial Plan
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5 Simple Questions to Take Your Financial Pulse

Certified Financial Planner provides tips for a quick financial check up.
Retirement Plan
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What it Will Take for You to be Financially Independent?

It all comes down to spending. Your ability to be financially independent is primarily based on your overhead. On one end of the spectrum, you could live in a trailer park, paying cash for your trailer and live on groceries and minimum utility…
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Better Alternative to Long-Term Care Insurance

This is the vehicle I use to project my money from potential long-term care costs. If you have accumulated financial wealth, any retirement plan worth a grain of salt addresses the potential cost of long-term medical care.  You or your…
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How A Know It All Kid Leads to Financial Peace

Keep you on track and enable you to reach your financial destination on time A recent holiday road trip reminded me of the need and value of consulting with a Certified Financial Planner (CFP®). Through a Christmas break trip driving from Chicago…
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Frightening College Costs - Will You be Prepared?

The college cost of today is ridiculous and getting worse every year. What would it cost for just one year if your child went to a Big Ten school today? I first wrote this article in 2012 when my oldest child was entering high school and my…
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What's the Key to Relieve Anxiety Over Stock and Bond Price Drops?

Wild swings on Wall Street may be causing anxiety for many investors. FEAR is REAL, especially when you have little idea how portfolio drops will impact your financial plan. Investors Without a CFP® on their team are Anxious Over Stock…

Here are the 10 questions you need to answer before starting a business:

Hello all! I’m Mike from MikedUp Blog. First off, I want to issue a big “Thank You!” to Brad for the opportunity to share this post with you - I’m thrilled to be here! MikedUp Blog is all about helping you find a better version…