Alternative Investments

Sudden Money: What To Do with an Inheritance or Windfall

“Impulsive decisions are soon regretted, so take your time with financial decisions.” – Kate Phillips, Total Wealth Coaching It’s the problem everyone wants to have: how should you spend a large additional sum of money?  Expected or unexpected, the result of an inheritance, business deal, or the sale of a company, home, or other property, …

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Money Myth Video #9: Alternative Investments Are Risky!

Have you heard that alternative investments are risky? Shouldn’t you stick with mutual funds and more common investments? In this video, Kim discusses how alternative investments may actually have BETTER protection of principle than more popular stock-market based investments. Whether you’re considering investments inside or outside a retirement account, Kim busts the myth in this …

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7 Strategies for More Income in Retirement

“Old age is always fifteen years older than I am.” —Bernard Baruch, American financier, investor, statesman and philanthropist One of the biggest fears people have is running out of money in retirement. And for many Americans, this is a very real risk, not an irrational phobia. If you are a reasonably healthy 65-year-old non-smoker, actuarial …

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5 Day Weekend Review: A Road Map to Freedom

 “I own my life. I set the terms. I take responsibility for my results.” —Nik Halik and Garrett Gunderson, 5 Day Weekend How to Finance the Life You Dream About What would it be like to free yourself from the work grind AND have the money to do anything you want with your time? Meet …

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The Balancing Act: Are You Truly Diversified?

“Everything in life… has to have balance.” —Donna Karan Have you taken a “330,000-foot view” of your finances lately? And if you have… is your portfolio ready for whatever the market might throw at it? Are you positioned for the growth, strength, stability and cash flow you desire? To help you answer that, let’s examine …

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Alternative Investments: Non-Correlated Assets for a Better Portfolio

“Some people don’t like change, but you need to embrace change if the alternative is disaster.”  – Elon Musk Investors have short-term memories, which is why so many cling to the stock market, even when it’s on a downward trend, or overdue for a correction. If you have lost confidence in the market, or are simply looking for WHERE you …

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