I am a husband and father of 3 kids (18, 21 & 29) who has worked in the investment, insurance and income tax industry for the past 20 years. I counsel people on a daily basis in regards to money, saving, spending, planning, investing and budgets. This blog is a chance to share my experience, mistakes, and observations what I witness on a daily basis.
I enjoy exercising (most of the time), spending time with family, working in my church, I LOVE my wife & kids, and am blessed beyond what I deserve.
I believe with my whole heart that in the United States anyone can be successful. It requires (in no particular order) hard work, education, taking advantage of opportunities, failures (yes we learn from failures), some luck, clearly defined goals, mentors, time management, and a belief that you can and will succeed.
