38 quotes found
Financial advisor · American · 1951
American financial advisor (born 1951)
“Prenups are so unromantic - a sign of distrust, not love. Time for a reality check, my friends. First, drawing up a prenuptial agreement together is a sign of incredible trust and financial opennes...”
“A revocable living trust allows your heirs to avoid probate entirely and keeps you in complete control of your finances while you're alive. You can always make changes to what's in the trust and to...”
“I want to be clear here: It does not matter what you say in your will or trust; the beneficiary document attached to your IRA accounts and your life insurance policy overrides what you say elsewher...”
“The key to making money is to stay invested.”
“The new American dream is one of responsibility. What is the bottom-line number that you're going to be able to pay back toward a student loan responsibly if you're doing it yourself after you have...”
“No one's ever achieved financial fitness with a January resolution that's abandoned by February.”
“Many people are in the dark when it comes to money, and I'm going to turn on the lights.”
“The foundation of a financial fresh start actually has nothing to do with money or specific financial dos and don'ts.”
“The most important loan to pay is your student loan. It's more important than your mortgage, car and credit card payments. You cannot discharge student loan debt in the majority of cases.”
“The prenup needs to be drawn up months before the wedding, not days - it's not something you slap together and sign in the car on the way to the ceremony. A shotgun prenup might not hold up in court.”
“Owning a home is a keystone of wealth - both financial affluence and emotional security.”
“It's easy to underestimate the real cost of home ownership.”
“Like your home's closets, your financial clutter needs an overhaul every now and again, and the payoff will go far beyond the psychic satisfaction of neatening up.”
“Money you know you need or want to spend in the next few years is savings. Money you keep handy for an emergency belongs in savings. Money you hope to use soon for a down payment on a house belongs...”
“Here's my gift-giving rule: Respect your current financial situation.”
“So many financial dreams are thwarted by the failure to act upon good intentions.”
“You must recognize, embrace, and be honest about what is real for you today and allow that understanding to inform the choices you make. Only then will you be able to build the future of your dreams.”
“Understand and accept the cycles of money. The setbacks you may have today or next year will not keep you from financial freedom. If you hold on to your goals and dreams, you will get there.”