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INTRO – STEP 10B Your Personal Investment Review Bonds & Commodities This phase of your financial review may be bit more tedious for some, but it is also the most important, so we will cover it in steps Ten - Thirteen. We will review A.Why invest at ...

INTRO – STEP 10A Your Personal Investment Review Process This phase of your financial review may be bit more tedious for some, but it is also the most important, so we will cover it in steps Ten - Thirteen. We will review A.Why invest at all in capit...

INTRO – STEP 9 Tracking Your Employee Benefits in Bermuda Bermuda has legislated Employment Law that Stipulate your Benefits and Rights along with the responsibilities of both employer and employee in the relationship. Keeping an eye on your paychequ...

INTRO – STEP 8 Your Personal Loan Review – Know What You Owe Your challenge 1-Review all your loan/debt statements 2-How much do you owe short and long-term 3-Categorize your purchases by their value in the future 4-Which assets bought with debt will...

INTRO – STEP 7 Debt: The Conflict Between Wanting Versus Really Needing! The Deceptively Deceitful Allure of Debt Debt is easy money. So is a lump sum payment, upfront cash, easy to justify, easy to spend. Trouble is, what you bought with it, what yo...

INTRO – STEP 6 There are three reasons (rules) to review your finances once a month, or quarter, or more, if needed, then try to work with a budget: 1.No one, but no one, can manage your money the way you can. 2.If you don’t manage your financial aff...

Buffer pain for long-term gain A savings buffer is a rain-day plan, a safety-net cushion and good contingency planning. Everyone needs one! Our, along with the rest of the world’s, Covid challenges to health and finances was completely unexpected – w...

There are three critical components needed to become financially successful. One. Following through on implementing your personal goals as outlined in Step 3. This is the hardest challenge for most people because it means delaying gratification. We h...

Change is hard, just thinking about changing is a very real challenge for most of us. Yet, change is inevitable. Change may mean taking risks, particularly of failing. So, we are afraid of change because it may mean changing who we are. Anticipating ...

Setting motivating goals is easy. Changing old habits is hard. How can you motivate yourself to get going – to achieve any goal? Have a reason. What matters MOST TO YOU in your personal and professional life – right now? Then decide on one ...