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"WIN"

About The Book:

Everyone loves to WIN.

Winning connotes a competitive spirit, a rise to the top, and that supreme feeling of accomplishment. Mankind has posted gains throughout history and these exemplify the victory of a WIN!

So… “What are we winning in this book?”

This book uses the benchmarks of Health, Wealth and Success as three targets for Winning. We have therefore included a select group of people who have surmounted the pinnacle of these lofty peaks …men and women that can look back down the mountain and say, “I did it!”

Learn More About "WIN"

Financial Planning: Are We Heading for Another Recession… or Worse?

Tuesday, April 30th, 2013

If you paid attention to your economics classes in high school and in college, you probably remember that most economic markets go through “boom and bust” cycles. In other words, there are periods of growth, followed by downturns, followed by growth again. While the volatility can make life difficult in the short term, “bust” cycles have historically been short-lived and followed by periods of robust …

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Investment Planning: Is the Federal Reserve Bank Compromising Your Financial Future?

Wednesday, March 27th, 2013

While the media has spent a considerable pointing out positive economic signs lately (like rising housing prices, consumer confidence, and declining unemployment), by and large they are not highlighting what many people consider to be the primary cause of the good news: the Federal Reserve.

Specifically, the Fed’s decision to continually flood the market with “cheap” money. In an effort to spur borrowing, lending, and investing, …

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Financial Planning: What Does the “Sequester” Mean for Your Investments?

Tuesday, February 26th, 2013

The “fiscal cliff” may be behind us, and the “debt limit” debate is in the rear-view mirror—but don’t worry! Our fearless leaders in Washington DC have created yet another crisis for the media to obsess over. The most recent edition of partisan gridlock in Washington is over the “sequester” cuts.

As you may know, these are cuts designed to reduce the federal government deficit. They will …

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The Debt Limit Increases Again: Is Inflation Right Around The Corner?

Friday, January 25th, 2013

With all of the media coverage surrounding the size of our federal government deficit lately, let’s take a moment to review why it matters. Simply put, if the government spends more than it takes in each year, the only way to make up the difference is to print money or borrow it. We’re currently doing both. And the more money we borrow, the more interest …

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New Tax Coming on January 1: Will More New Taxes Follow?

Monday, December 31st, 2012

Whatever you may think of President Obama’s health care overhaul, there is no debate that it will make an impact on millions of Americans… for better or for worse. And one of the ways it will do this is through the introduction of a new tax which will primarily impact high-income earners. But many analysts believe there is more to come.

The Associated Press reports:…

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Planning for Your Financial Future: What’s Next for the Economy?

Thursday, November 29th, 2012

The economy has been at the forefront of the minds of millions of Americans lately… and for good reason. Now that the elections are over and the New Year is just around the corner, what can we expect for the future?

These are important questions to ask as you continue to plan for your own financial future. USAToday recently published a report detailing the current …

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If The Economy Goes Off the “Fiscal Cliff”, Will Your Portfolio Go with it?

Thursday, November 1st, 2012

Somewhat lost in the noise of this intense political season has been the threat of the “fiscal cliff” of tax increases and spending cuts that could take effect in 2013. As it stands right now, if politicians aren’t able to hammer out a compromise, a series of severe spending cuts and tax increases will be implemented. This move would reduce the federal deficit, which is …

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High Earners in France to Pay 75% Rate: Will the US Follow Suit?

Wednesday, October 3rd, 2012

Startling news for business owners and high-income earners in France broke earlier this month. Struggling with a high deficit and a stagnant economy, the government recently unveiled a budget featuring massive tax hikes on business owners and the wealthy. CNBC reports:

President Francois Hollande’s Socialist government unveiled sharp tax hikes on business and the rich on Friday in a 2013 budget aimed at …

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Why Depending on Medicare and Social Security for Retirement is a Recipe for Disaster

Tuesday, August 21st, 2012

If you’ve been paying any attention whatsoever to the presidential race in recent days, you’ve heard more discussion of Medicare than you’ve ever thought possible. Always a hot election-year topic, the focus on the social program has become even more intense since Mitt Romney selected Congressman Paul Ryan as his running mate. Ryan is perhaps best known for his plan to re-vamp Medicare—a program that …

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What Will Rising Taxes Mean for Your Portfolio?

Thursday, July 19th, 2012

As the Presidential election season heats up this summer, you can expect to hear plenty of talk about tax policy. And whatever your political leanings may be, you would be well advised to consider the results of changing tax policy on your portfolio.

A recent Op/Ed in the Wall Street Journal addresses the battery of tax increases that, as of now, are scheduled to kick …

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Consumer Confidence May Be Down, But Your Confidence Doesn’t Have to Be

Monday, July 2nd, 2012

It has been a rough couple of years for the American economy—and the rest of the world hasn’t fared much better. The financial meltdown of 2007 / 2008 started a nasty cycle—businesses laid off employees, who then drastically cut down their spending, which forced business to further reduce their workforce. Meanwhile, housing prices dropped dramatically at the same time, leaving many families and individuals “underwater”—meaning …

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The Euro and You: Will the European Financial Crisis Hurt Your Portfolio?

Friday, June 1st, 2012

We can say this much about the world of finance in 2012: it’s not boring!

Earlier this month, JP Morgan made headlines when they announced a massive trading loss. Stocks on Wall Street remain highly volatile. The price of oil remains high, keeping gas prices high and the stock market nervous. The economy continues to show signs of a recovery—but never enough to erase fears of …

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Is Our Economy Headed Off a Cliff?

Tuesday, May 8th, 2012

It isn’t every day that you hear prominent government economists using colorful language like “fiscal cliff”—but that is exactly what Ben Bernanke, the Chairman of the Federal Reserve, did earlier this month. As the Huffington Post reports:

Ben Bernanke warned the Federal Reserve would be powerless to keep the economy from disaster if Congress fails to keep the country from falling off what …

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The Stock Market is Gaining Strength: What Does That Mean for the Future?

Tuesday, April 3rd, 2012

The stock market has performed well in recent weeks—but does mean it’s safe to return to the investment strategy you pursued ten years ago?

Wall Street firms would certainly love for you to do so!

Reuters reports:

U.S. stocks closed near session lows after a more than 1 percent rally lifted the S&P 500 to a four-year high Monday, with a number of large-cap stocks at new …

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The Dow is back to 13,000… But Can You Trust Wall Street?

Wednesday, February 29th, 2012

The Dow Jones Industrial Average has recently been flirting with the 13,000 point mark. And while it is certainly good news to see the stock market regaining strength after a calamitous couple of years, many Wall Street firms would have you believe that all is well now that the Dow is back over 13,000. And all across America, individuals and families will buy in—figuratively …

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What Does the European Debt Crisis Mean to Your Portfolio?

Monday, January 30th, 2012

This week, leaders of the European Union are meeting in Brussels as they seek to contain the fallout from the debt crisis impacting Greece, Spain, Italy, and other nations. We are not going to bore you with the details, but in case you are unfamiliar with this crisis, here’s a summary: When the global economy was strong in the mid-2000’s, Greece and other countries were …

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Inflation, Higher Taxes and Stock Market Volatility: How to Navigate the Turbulent Financial Waters Ahead

Friday, January 6th, 2012

2012 is shaping up to be an interesting year for investors, to say the least. There are a number of factors that have the potential to erode the value of your assets and investments—including the likelihood of increased taxation, the threat of inflation, and unprecedented volatility in the stock market.

What should you do about this reality?

The first step is always acquiring information which will allow …

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Plug the Leaks: How to Build a Stronger Financial Future

Friday, December 2nd, 2011

Right now, many Americans are feeling a financial pinch. Unemployment is high. The stock market is more volatile than any time in recent memory. The threat of inflation looms in the near future.

At the same time, the cost of essentials like gas, food, and education are rising rapidly.

For families and individuals that are struggling to save enough money each month to invest, the future can …

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Are You Protected Against Rising Tax Rates?

Monday, November 21st, 2011

The last two years have featured enormous and rapidly increasing Federal government deficits. In simple terms, our government is spending far, far more than it takes in each year in revenue.

What does that have to do with you? It’s only politics, right?

Wrong.

It’s significant because these deficits are not sustainable. The government cannot continue to live outside its means like it has been in recent years.

And …

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Attention Business Owners: Are You Paying Too Much in Taxes?

Monday, October 3rd, 2011

Nobody enjoys paying taxes—and as a business owner, your goal is always to have the strongest possible bottom line.  However, in our years spent working with business owners, we have found that many businesses are unintentionally paying more money in taxes each year than they should be.  Are you?

Take a look at last year’s numbers… what was the tax rate that you paid? If your …

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Welcome to the Future: The New World of Investments

Friday, August 5th, 2011

Earlier this month, the nation was captivated by a bitter partisan battle in Washington, D.C., over whether to authorize the United States Treasury to borrow the additional money necessary to cover government obligations. While raising the “debt limit” has happened many times in the last thirty years, it has never been as contentious as it was this month—and the possibility of the United States …

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