THOUGHTS ON MONEY [T.O.M.] is a place to find simple truths on money. Everything from budgeting to investing to decision making. A great place to come for answers to your own personal financial questions or to spark thought on how to improve your financial life. Enjoy an easy to read, application focused commentary.
If you’ve lost someone before or experienced a traumatic event, you understand. You have your own dates, your own vivid memories, and your own triggers that spark all these emotions.
When you should claim social security is a planning decision, which means it’s a personal decision. A decision that should be crafted to meet someone’s personal financial plan needs
The list of these financial planning variables is much too large to tackle in today’s discussion, but let’s dive into a handful of those high-impact assumptions that I referenced earlier.
This is a finance truth that is profoundly relevant but often forgotten. The fact that you can earn a return on your investment and that your “returns” can earn a return is what creates long term wealth.
Trevor is a Private Wealth Advisor focused on building customized financial plans for his and many clients of the team.
As the author of TOM [Thoughts On Money], Trevor endeavors to write and speak about financial concepts and principles in a kind of “straight” talk demeanor and posture.
He received his Bachelor’s degree in Organizational Leadership from Biola University and his MBA from California State University, Fullerton.