by Todd Burkhalter | Jan 8, 2019 | Education, Video
Paying off your home is a choice about security but also a financial decision as well. There are numerous factors to consider like interest rates, length of the mortgage, down payment amount but less obvious considerations like tax deductions, opportunity cost...
by Todd Burkhalter | Aug 13, 2017 | Financial Planning
Something is holding you back from achieving at a greater level! Its possible that it is either vision or trust. Vision and Trust aren’t mutually exclusive entities. However, it is helpful to have at least one of them present at all times. Images Credit:...
by Todd Burkhalter | Jun 12, 2017 | Education, Financial Planning
Avoid these 2 common financial mistakes to live a more stress free life. These two common financial mistakes lead to a greater sense of uncertainty and a more stressful life. The Life You Can Afford to Live is designed to provide you with tools to lead the best...
by Todd Burkhalter | Feb 16, 2017 | Education, In The News
Congratulations to Robert Kiyosaki on reaching the 20th anniversary of his revolutionary book Rich Dad Poor Dad. Certainly myself and all of our clients have benefited from the wisdom within this book! If you haven’t had the chance to read the...
by Todd Burkhalter | Aug 29, 2016 | Education, Financial Planning
As we approach Life Insurance Awareness Month in September (Yes, and only financial geeks like me know that September is LI Awareness Month), I thought I would provide some framework for you to re-think or examine your own life insurance plans. Life Insurance...
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