Financial Peace University at Abundant Living Family Church

06/02/2024

THANK YOU!!! Our clients & friends have once again voted us as "Best Real Estate Agents" in the 2024 Reader's Choice Awards in the Inland Valley Daily Bulletin newspaper. We are grateful and SO appreciative for your support. And we NEED that support this year. Please keep us in mind if you hear of someone who can use our help in Buying or Selling a home. We'll take good care of them, too!

02/01/2019

01/30/2019

The Life-Changing Magic of an Emergency Fund 💫

03/13/2018

Choose wisdom!

07/05/2017

You're a team. Act like one.

01/03/2017

Well, we're into another brand new year and you can now look back to see how you have been doing. It's review time!! Each year, we update our Net Worth statement. It shows us how our money is growing (or if it isn't) and in what areas. Since we have been on a budget and focused on getting out of debt, we have seen some great advances. We hope you do too. How much debt have you paid last year? Do you need a class refresher? Remember, you have a lifetime membership and classes begin again on Jan 17th. Check your mutual funds. How are they performing in relation to the comparable benchmark? Are your Aggressive Growth funds keeping up with the S & P 500? Are your Growth and Income funds keeping up with the Russell 1000? We just went through ours and are making some adjustments. For the most part, when you invest in a mutual fund, you should exercise patience and let it grow. Dave never tells us to trade mutual funds like baseball cards so don't fall into that trap. It is okay if a fund doesn't keep up with the benchmark for a particular year or period but if it is seriously lacking over possibly a few years, you may want to consider moving it to a better performing fund. Are you on your way to contributing 15% toward your retirement? Invest some time looking at it. Get with a local ELP for help and let's get this wealth snow ball rolling!!! Have a blessed new year everyone!! Thoughts, opinions? Let's hear them.

11/16/2016