Bricks and Mortar on the Balance Sheet

This week Steve and I were in studio with Oliver Tutt, Managing Director of Randall Financial Group LLC., a Providence based  firm offering personalized financial planning and investment management to individuals in southern New England, and host of The Money Pro$ on Fox 64. Personal finance covers a wide variety of topics including budgeting, debt, saving, retirement, Real Estate, insurance and taxes. Understanding how each of these work together and affect each other is important for laying the groundwork for a solid financial foundation. And as your wealth increases, so does the complexity and impact of each decision on future results. Oliver has assembled a team of experts that deal with each of these aspects   including Steve and I and we all appear on a rotating basis on The Money Pro$ , our first segment will be aired next Sunday at 11:30 AM EST on Fox 64. Oliver interviewed us and then we all took part in a roundtable with Susan Arnold from The Rhode Island Association of Realtors to talk about Real Estate and Financing these days and how it fits into a person's total financial picture. This Week's Real Estate Insight Without a solid financial plan, you are like a ship without a rudder, a Personal Financial Plan isn't about how much money you make or the size of your portfolio.  Your Financial Plan is about maximizing assets and minimizing taxes, allowing you to make the best possible decisions with your money.  Regardless of how much money you have or the size of your investment account, the key to your success is the plan you put in place. For more information be sure to tune into The Money Pros next Sunday at 11:30 AM EST