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 Us
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A windfall from a loved one can be both rewarding and complicated.
Lifestyle considerations in creating your retirement portfolio.
Do you understand these common mobile slang terms?
This article may help you maximize the benefits of your donation for your chosen charity.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The market is as unpredictable as the weather. We’d love to help you prepare.
Taking your Social Security benefits at the right time may help maximize your benefit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learn about what risk tolerance really means in this helpful and insightful video.
Around the country, attitudes about retirement are shifting.