Prosperity Trek by Prosperity Concierge » Financial Planning http://prosperityconcierge.com/trek The trek to prosperity, step by step. Improve cash flow, build net worth, enjoy life and give back. To earn, spend, save and invest for happiness and fulfillment. Sun, 21 Aug 2011 21:20:25 +0000 http://wordpress.org/ en hourly 1 Have the Right Temperament for Investing http://prosperityconcierge.com/trek/trek-how-to/building-how-to/stay-the-course-how-to/have-the-right-temperament-for-investing/ http://prosperityconcierge.com/trek/trek-how-to/building-how-to/stay-the-course-how-to/have-the-right-temperament-for-investing/#comments Wed, 17 Aug 2011 18:17:39 +0000 Prosperity Concierge http://prosperityconcierge.com/trek/trek-how-to/building-how-to/stay-the-course-how-to/have-the-right-temperament-for-investing/ Warren Buffett, one of the world’s most successful investors, famously claimed that the most important quality for an investor is temperament, not intellect. To be successful, you need to stay calm and rational during the market’s boom and bust cycles and avoid falling victim to the market’s herd instincts.

Even during dull market days, it takes

Continue reading Have the Right Temperament for Investing

]]> http://prosperityconcierge.com/trek/trek-how-to/building-how-to/stay-the-course-how-to/have-the-right-temperament-for-investing/feed/ 0 Wealth-Building Missteps on Your Prosperity Trek http://prosperityconcierge.com/trek/trek-how-to/giving-how-to/estate-planning-how-to/wealthbuilding-missteps-prosperity-trek/ http://prosperityconcierge.com/trek/trek-how-to/giving-how-to/estate-planning-how-to/wealthbuilding-missteps-prosperity-trek/#comments Tue, 27 Apr 2010 02:49:49 +0000 Prosperity Concierge http://prosperityconcierge.com/trek/?p=8994 A Prosperity Trek is a journey of many steps to build wealth and use it for enrichment, fulfillment and helping others. Here are some missteps that can take you off track.

Unprotected Assets

It’s not going to do you much good to build up your wealth if you let it slip through your fingers. Any number of

Continue reading Wealth-Building Missteps on Your Prosperity Trek

]]> http://prosperityconcierge.com/trek/trek-how-to/giving-how-to/estate-planning-how-to/wealthbuilding-missteps-prosperity-trek/feed/ 0 Financial Planning Resources http://prosperityconcierge.com/trek/resources/financial-planning-resourc/ http://prosperityconcierge.com/trek/resources/financial-planning-resourc/#comments Sun, 28 Feb 2010 17:51:39 +0000 Prosperity Concierge http://prosperityconcierge.com/trek/?p=8059 Visit ESPlannerBASIC which asks what you earn, what you spend, and how your financial obligations will change over time. (For example, when will your youngest kid graduate?) It then assumes that you’ll want your family to maintain the same living standard from today on, and figures out how much you can afford to spend,

Continue reading Financial Planning Resources

]]> http://prosperityconcierge.com/trek/resources/financial-planning-resourc/feed/ 0 How to Find a Financial Planner http://prosperityconcierge.com/trek/trek-how-to/building-how-to/financial-planners-how-to/how-to-find-financial-planner/ http://prosperityconcierge.com/trek/trek-how-to/building-how-to/financial-planners-how-to/how-to-find-financial-planner/#comments Sun, 23 Aug 2009 19:18:22 +0000 Prosperity Concierge http://prosperityconcierge.com/trek/?p=4548 “Anyone can call themselves a financial planner or adviser,” says Sheryl Garrett, founder of the Garrett Planning Network, an association of fee-only planners, and author of the Personal Finance Workbook for Dummies. “No minimum experience or education is required by law.”

A legitimate financial planner will be able to assist you with asset allocation, using your

Continue reading How to Find a Financial Planner

]]> http://prosperityconcierge.com/trek/trek-how-to/building-how-to/financial-planners-how-to/how-to-find-financial-planner/feed/ 5