money

Are You Actually in Control of Your Money?

Let’s talk about putting yourself in control of your money. We all have to deal with financial institutions. And all financial institutions have rules. Do they teach you the rules? No. We have to learn as we play, and unfortunately we can lose thousands and thousands of dollars by learning the rules as we go […]

taxes

Trains, Tickets, and Taxes: All Aboard!

Imagine that there are four people in line to purchase tickets at the train station. One after the other, they each purchase one ticket of the same class, on the same train, bound for the same destination. As they board, they take their seats next to each other and after exchanging pleasantries they begin to […]

mortgages

Mortgages: Spoiled for Choice

It is likely that during your lifetime you will allocate more dollars to the place you are going to sleep than anything else. As such, the potential to transfer your wealth away unknowingly and unnecessarily as a result of decisions made surrounding your mortgage is just as high. There is a great deal of misinformation […]

financial advisor

The Golf Caddie Analogy

Throughout the years, I’ve found that people tend to have a wide range of expectations that come to mind when they hear the term “Financial Advisor.” And it’s no wonder that sometimes even the advisors themselves have differing opinions on the term, and certainly different approaches to serving their clients. I’d like to outline what […]

financial advisor

Why My Clients Choose to Work With Me

Be honest, are you wary of investment advisors? If you have had any previous experience with a financial advisor, chances are the conversation revolved around how much money you have, where it’s located and how they can do a better job with it. It would seem that most investment firms share the same singular focus […]

Personal Economic Model

Your Personal Economic Model®

Your Finances Are Personal One of the tools we are able to utilize when discussing the best course of action to secure your financial future is known as the Personal Economic Model®. Much as a medical doctor would use an anatomical model to convey medical concepts, we use the following model to convey financial concepts. […]

relationships

Relationships are Fundamental

It’s a funny thing about advice. Everyone seems to have an overabundance of knowing what others should do, and they have no problem telling you about it, especially when monetary gain is a motivating factor. However, there also seems to be an equal dearth of understanding about who such advice is given to. If you’re […]

Ex-resident shares financial advice in TV show

Financial adviser and author Rodney Jones is passionate about getting his message out to people on how to handle their money. Now, besides books and radio, he has a new avenue — an online television show. Jones of Westfield, Ind., and formerly of Tilton, recently taped 13 episodes of “The RL Jones Show: Financial News […]