Meet Mike
Mike made a commitment to work hard, learn as much as possible, and get a good job so that one day he could help his parents and others learn to avoid those tremendous financial stresses, regardless of their circumstances. Mike received his MBA from the SMU Cox School of Business through its Executive MBA program. He is also a CERTIFIED FINANCIAL PLANNER™ professional and LPL Registered Principal.
Order Saturday Everyday
Saturday Everyday is the product of 5 years of work and numerous interviews with clients over the last 16 years. This book is a simple, educational, and inspiring book that could quickly help you begin living your best financial life. Through 9 principles organized as chapters, readers will be able to quickly grasp the fundamentals to start experiencing the freedom and power the lessons provide. I believe a strong financial foundation can help you live your best life and I am excited to share it with you.
Learn the 9 Principles
Where should you start if you want to start living your best financial life? How about Principle One: More Money Coming In than Going Out. You may be eager to start investing and growing your money because—let’s face it—that’s the fun part of personal finance. However, if you have not confirmed you’re spending less than you are making and you’ve saved an adequate emergency fund, then you are simply not ready to start investing; you may be doing more harm than good to your long-term financial future.
All investing involves risk including loss of principal. No Strategy, including asset allocation, assures success or protects against loss.
How do you define your Saturday?
What do you think of when you think of Saturday mornings? For me, it was always an opportunity to wake up extra early and enjoy the sense of freedom it provided. I think of taking a drive and listening to the radio and those certain songs that always remind me of Saturdays. Saturdays were an escape from school, work, and the have to tasks and instead provided the opportunity to do my own agenda. The excitement of waking up and wanting to capture the day and not letting it slip away. I wanted to pack in and plan activities and live life to the fullest. Saturdays provided that opportunity! Having more Saturdays sounds great and having Saturday be every day is a really great description of what retirement can be, and should be, where you wake up energized and excited to pursue your passions instead of working for the necessity of earning a paycheck but instead doing what you want to do every day.
Contact UsHelpful Content
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate Your RMD
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.