Wealth Building: Info We All Need!

Wealth Building: Info We All Need!

Wealth Building. What can be more confusing and stressful than savings plans, retirement plans, investment strategies, and so on?!? Did you know most people spend more time planning their vacation each year than their financial goals? And why not…a vacation is so much more fun! Not quite as necessary, however!!

Our lives have become so complex and busy that it takes discipline to create a roadmap to where you want to go. That’s what a financial advisor can provide. The combination of multiple moving parts; from employer benefits, various retirement plan options, cash flow management, protection and insurance coverages, tax strategies, college savings, and other areas all need to come together in a complete picture to obtain success. Information is cheap and plentiful, but the wisdom to apply those pieces to your individual situation is what could make an advisor invaluable. I highly recommend the services of Chad Zeaser, CFP®, CFS® from Ameriprise Financial Services, Inc. in Camp Hill.

There are so many books on wealth and money management the selection can be overwhelming. If you’re looking for additional resources to help you strategize, check out this book list from Brian Buffini.

The Richest Man in Babylon by George S. Clason
Think and Grow Rich by Napoleon Hill
The Total Money Makeover by Dave Ramsey
The Automatic Millionaire by David Bach
Another good resource (for all sorts of information on motivation, mindset, and methodologies) is the Brian Buffini podcast. Try listening to this one entitled The Book that Made Me a Millionaire. Brian is a great storyteller and motivator!

Diversifying your portfolio is a strategic necessity for retirement planning. Adding investment properties may be a part of that diversification and can also be a great source of passive income. Purchasing properties can be a confusing process and one that you should enter with all the necessary information. Contact me to discuss strategies we can put into place to find the right property for you!