Free Financial Resources
Get Our Free Workbook:
7 Simple Secrets to Securing Your Future: Real-World Success Strategies passed on from Those Who Have Achieved Personal and Financial Success
Including: 7 Wealth Management Pitfalls to Avoid
We'll send you the workbook along with a free subscription to our original, twice-a-month online newsletter, "Highlights on Money & Success."
Fill in the boxes to the left and get your 7 Simple Secrets workbook. Within a couple minutes you'll have online access to the workbook ...
PLUS: 66 Ways to Save Money pdf brochure
Initiated by the non-profit Consumer Federation of America (CFA), over the past decade nearly 2 million copies of this brochure have been requested. This is among the most popular made available by the Federal Citizen Information Center (FCIC).
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Highlights on Money & Success Free Ezine
This concise, timely email newsletter is sent to you two times each month. Each issue has:
- 3 money-saving tips
- 3 financial strategies to avoid pitfalls and grab opportunities
- Upcoming attractions
- Encouraging quotes for life and laughter
Pet Peeves
After decades in this business, we've seen it all. There are ways you as consumers are falling prey to scams from some unscrupulous advisors, and in the process you're losing hard-earned money, and trust. This is our soapbox to get the word out. Help us, by sharing this information with others--and share your experiences with us.
Quick Financial Checkup
Are you ready? Take this checkup and see if you make the grade. What's on the line? Your personal success and financial security.
3 A's of Planning Success
We've heard these countless times :
“I have the best of intentions, but life gets in the way.”
“I don't know where to start.”
“I know I need to keep the ball rolling, but I get sidetracked and lose sight of my goals.”
No more excuses! Use these three keys--that's the challenge.
What Makes You Tick?
You can greatly increase the odds of reaching your goals when they resonate with your most important values in life.
The “why” is much more important than the “what” or “how.” What are your 3 most important values?
Looking at the following values, select the Top Three:
Achievement- to accomplish something important in life
Aesthetics- to be able to appreciate & enjoy beauty
Authority- to be a key decision maker directing priorities
Autonomy- to be independent, have freedom
Health- to be physically, mentally & emotionally well
Integrity- to be honest & straightforward, just & fair
Friendship- to have close personal relationships, share with family and friends
Independence- to acquire an abundance of money/possessions; financially independent
Philanthropy- donation or granting of time and/or money to various worthy charitable causes
Recreation- to experience enjoyment & satisfaction from activities
Recognition- to be seen as successful, receive acknowledgement for achievement
Security- to feel stable & comfortable with few anxieties in your life
Service- to contribute to the quality of life for others
Spiritual/Growth- have harmony with the infinite source of life
Wisdom- to have insight, to be able to pursue new knowledge
NOW: Write them down where you can see them daily!
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