money tips – David Mersereau

It’s time for a financial health checkup

September 27, 2022

Trainers help improve your physical health – financial professionals improve your financial health. Let’s do a financial health check to make sure you are not missing a growth opportunity. How to check on your financial health Creating or reviewing your estate plan Taking a look at your budget Evaluating your insurance needs Correcting course on your retirement plan(s) Why a financial health check is important. Just like we check in with our health professionals, wellness coaches and mentors on a…

Money Advice that Should be Obvious

These lessons can be handy. Read them over and see if they are already obvious to you. Never try and gamble your way to wealth! A recent article described life in small lower-income and rural towns in the U.S. where the average household lives paycheck to paycheck and frequently encounters medical bankruptcies, and almost everyone in town buys a TON of lottery tickets every week. But, you know: “You gotta play to win,” “When my numbers finally hit, I’m gonna really change my life”… and other…