Hello and welcome to FourStar Wealth and my blog. My mission is to help clients retire and plan for the future in the best way possible. It's a process, and I will successfully guide you through it. We will work together as a team to manage your finances the right way moving forward. This process begins with building a financial plan that covers five areas: Social Security Building Lifetime Income [...]
I love the Kim Ng (pronounced ‘Ang’) story. Ng has twice been an assistant general manager, but after 30 years in the game, she will be the first woman to lead a major league front office. Read the NY Times article here. So what does a story about a woman in baseball have to do with a pre-retiree or retiree? How does Kim Ng's income compare to my income? Are [...]
When clients and prospects attend one of my seminars or webcasts, they ask, why do I want to work with you? It's not because FourStar or I have better insights or pick better stocks. We contract with some of the best fund managers whose job it is to build significant portfolios. Our job is to put you first, and that doesn't happen in one or two meetings. My function is [...]