Money is not your life.

It is simply the means to the life you want!

Grow them Mater’s!

Posted by in Audio/Video, Blog, Getting There!, Video

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Market Report Data

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July Market Report

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Message to Investors

Posted by in Audio/Video, Blog, Getting There!, Video

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Financially Smitten Guest Post

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Very pleased to have the opportunity to be featured on Lora Sasiela’s Financially Smitten Blog! To be in the company of Kathleen B. KingsburyBarbara Stanny, Manisha Thakor, as a guest writer is a real privilege. I encourage those of you who have not visited Financially Smitten to take a look, particularly at her Money Vision Board eBook!

For those visiting from Financially Smitten, click Resources above and scroll to the right for the book excerpts and the free advisor questionnaire.

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Center for Retirement Research

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The Center for Retirement Research is based at Boston College. The goals of the Center for Retirement Research are to promote research on retirement issues, to transmit new findings to a broad audience, to help train new scholars, and to expand access to valuable data resources.

 

The Center just released a new publication that is free as an eBook or available for purchase through the Center for $2.15. The Social Security Claiming Guide is simple but comprehensive. I highly recommend anyone in the 45-70 year old range to get a copy. It provides everything you need to know about making “the most important financial decision of your life”.

 


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Disclosure to Visitors and Members

Posted by in Blog, Investiphobia, Resources

One of the most important items investors should review are the disclosures of your financial professional and their firm. So, although the Whole Investor Network is not a financial firm, here is an important disclosure.

Disclosure: The Whole Investor Network does not currently, nor does it plan, to provide any investment products or services to its’ visitors and members. Offerings are limited to books, videos, webinars, conference calls, and speaking engagements with the purpose of providing helpful information and educational material for people who invest.

The sole goal of the Whole Investor Network and the Investiphobia Book Series is to eliminate the fears of investors – one investor at a time!

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