Would you go to a personal trainer who wasn’t certified? How about a doctor or surgeon? A plumber? Electrician? Day care facility? Yeah, I didn’t think so. Did you know that only 20% of people who hold themselves out as financial planners in the United States are CERTIFIED FINANCIAL PLANNER™ professionals? Yes, I’m dead serious… Read More
Top 5 Blog Posts of 2015
As 2015 draws to a close, I thought it might be helpful to reflect back on this past year and take a quick look at how far we’ve come. Whether you’re trying to get out of debt, saving for college and retirement, or almost ready to call it quits at the office, I’m sure you’ll… Read More
“Defining Moments” at SageOak
Can you recall some of the “defining moments” of your life? If you’re like most people, these moments include things like graduating from high school or college, starting your first job, getting married, having children, or retiring from a former profession. In the life of a business, there are also defining moments. When I started… Read More
7 Simple Steps to True Financial Freedom
People often ask me what I think of financial books written by TV and radio personalities such as Dave Ramsey, Clark Howard, and Suze Orman. Usually, what these folks really want to know is, “What steps should I take to reach true financial freedom and independence?” If you’ve ever wondered the answer to that question… Read More
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