From Here and Now to WOW® 

John (972) 422-8294

J. J. (972) 331-5670

Wednesday, March 27, 2024

Chapter Three If More is All You Want, More Will Never Be Enough Folks who accumulate money themselves, over time, understand that having money just gives you an opportunity to amplify your personality; to increase your wants; travel...

Tuesday, March 12, 2024

Spring Break. Spring Break is upon us. Depending on your stage life, that may affect you differently. If you're single, maybe in college, that's a different story. Married with little ones, they have the week off of school here, at...

Wednesday, February 21, 2024

Would You Like To Be Old, Sick, and BROKE? No? Would you like to know how to be  Healthy, Wealthy, & Wise? Well, that's what we do at Checki Financial.

Wednesday, November 1, 2023

Success Stories - Client Testimonials & Book Reviews Would you like to hear success stories from clients we have served over the years and how we have helped them? You can also hear about...

Monday, September 18, 2023

Are you living life on purpose and for a purpose? Everyday you have a choice where to invest your time, energy and effort. You may wonder why I'm sitting in front of a brick wall. I am at my in-laws house because later today, we are...

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Friday, September 1, 2023

How do you know if you have enough life insurance for your family? Things to factor: current income, debt, education to name a few. What are the different types of life insurance? And how do they differ? What benefits do they provide?...

Monday, August 21, 2023

August 18th is my birthday; I turned 44 this year. In addition to my girls making a wonderful homemade chocolate cake with a layer of Reese's butter cups and peanut butter icing and my aunt and uncle providing the ice cream, we hosted...

Wednesday, August 16, 2023

Have you ever wondered how our book Spend Time and Save Money came to be? Listen as John and J. J. share this and more in our podcast with 90 Minute Books.

Sunday, August 6, 2023

Happy Healthy August 2023 Yikes, It Is Hot, All Over Again, Right Here Where We Live. What on earth can we do? Well, take a deep refreshing breath, breathe out slowly. Drink some cool water, smile, and be grateful. In time, this too...

Tuesday, June 13, 2023

Where do you need to stop and smell the proverbial flowers? Is it to stop a moment and be thankful for the relationships in your life, the business opportunities in front of you, or even the challenges you've had to overcome to...

Wednesday, May 31, 2023

There's a fun story behind our Espresso Maker. Watch the video to hear it.

Friday, May 26, 2023

You Need To Take A Vacation  Okay?     We know, and we have told our clients and family and friends. So, Suzi and I are going to Rome & Sorrento,  For The Next 13 Glorious Days.  Wish Us Luck, Joy,...

Wednesday, May 17, 2023

"20 Minute Ask Us Anything Meeting?" Because...Would this be a good time to schedule a20 Minute Ask Us Anything Meeting, Because..........

Monday, April 24, 2023

Let us know one thing you learned and implemented from Spend Time and Save Money by replying to this email, commenting on our LinkedIn or Facebook page.If you're willing to go one step further, write a review on Amazon so other people...

Wednesday, March 29, 2023

Let's Continue The Conversation, Your Future   Yikes, I don't want to think about this, I'm............................ Scared, Concerned, Panicking, Hiding My Head in Confusion. Or We Could Continue The...

Monday, March 20, 2023

THE BEST FINANCIAL ADVICE, You Will Ever Read or Hear?  1. Spend Less Money Than You Make.  2. Invest (10 % of what You Make) AutoMatically .  3. Enjoy Your Life, Live, Love, Raise Your Children, and Have...

Sunday, March 12, 2023

The Advantages of Aging?  1.  Wisdom: Taking Information, Making It Knowledge, Then Know How, & Wisdom 2. Kindness: People Seem To Treat You With Deference and Respect, May Even Call You "Sir." or "Madam"  3. $$$...

Thursday, January 19, 2023

Who do you know?  More importantly who do you want to meet?

Monday, January 9, 2023

Guilt-Free Spending Chapter One How to Have Fun and Still Have Money Once you’ve figured out your objective, plan for it, and invest for that specific purpose, the rest of what you spend, we call that guilt-free spending...

Friday, January 6, 2023

Day Two: Excerpts from ST/SM (Spend Time & Save Money):…making it automatic:It’s some tendency toward peace of mind and the ability to sleep slightly better at night, knowing that you’re working toward your goals.As...

Thursday, January 5, 2023

First Excerpt from ST/SM (Spend Time & Save Money):Be sure you know when enough is enough.  (from Chapter Three If More is All You Want, More Will Never Be Enough)

Tuesday, December 27, 2022

Scams I Have Seen This Week  Your Order for.......has been received. Be wary of opening emails from unrequested unrecognized senders. As I get within a couple of weeks of my 75th Birthday, Life continues to be a listen, learn and...

Wednesday, November 2, 2022

There You Go AgainOn sometimes, off most of the time,andyou wonder why you.....................Did not get what you tell us you want for yourself?Well.....You and I are What we DO,NotWhat we thinkorSay we Want.It is just that...

Friday, October 28, 2022

Up and Down?  Be ConsistentYes, have you noticed that when you see a successful person, regardless of field, she or he or they, are consistent.Day in and Day out they put in the time and effort with the End in Mind.Checki...

Thursday, October 27, 2022

Are you making progress towards your goals & dreams?  Would you like help getting from From Here and Now to WOW®?  Feel free to give us a call. We'd love to chat with you about the benefits of Checki Financial,...

Thursday, October 20, 2022

Life Insurance can be a valuable part of a financial plan when applicable. When was the last time you had your life insurance reviewed? Do you have the right type and amount of coverage? How much is the right amount?What is the right...

Thursday, October 13, 2022

Impacting generations: This is what we do! Watch the video: Knowing about the Business vs Experiential Knowledge. To experience for yourself, call and schedule time with us (972) 331-5670.

Friday, October 7, 2022

What has been your experience with your Financial Advisor?  Watch the following video to see how we do things differently at Checki Financial (and share with a friend who wants personal customized service.Checki Financial Video

Thursday, September 22, 2022

What has kept you and taking steps towards your goals personally, professionally, financially, spiritually, relationally and anything else you desire to accomplish/improve on? Let's talk and see if we are a right fit for you and your...

Wednesday, September 14, 2022

PersistenceNothing takes the Place of Persistence.Kind of a paraphrase of a famous quote from President Coolidge, known as Silent Cal.Yet, over the years, I have noticed that investors who dollar cost average in good and bad timesSeem...

Monday, August 15, 2022

“Human history becomes more and more a race between education and catastrophe.”-H. G. Wells

Tuesday, August 2, 2022

Our Phone Number Is972-422-8294Checki Financial

Tuesday, July 19, 2022

Would You Like To Be Happier? Well You Have Come To The Right Place. Checki Financial, No Kidding, No Exaggeration!  

Thursday, June 23, 2022

Do You Have Hope? or Fear of the Future?It's a Simple Yet, Complicated Question. Okay? Why?  Well, If you have a moment or two or three, happy to share my thoughts with you if you will take and apply the lesson, Okay? Take, a Deep...

Friday, May 27, 2022

New Phone Number?  Yikes!972 422 8294 How did that Happen? Requested a transfer of my old number from Spectrum to Frontier. A Month Ago. Frontier would not accept the number and established their own number.  Spectrum would...

Tuesday, May 24, 2022

Tuesday, April 26, 2022

Friday, April 22, 2022

Video CF Spend Time & Save Money 4-22-22

Tuesday, April 12, 2022

How Did The Rich Get That Way: 1. Spend Less $$ than You Make 2. Save/Invest 3. Enjoy Your Journey

Thursday, March 3, 2022

Wednesday, January 19, 2022

Tuesday, January 18, 2022

“The ultimate measure of a man is not where he stands in moments of convenience and comfort, but where he stands at times of challenge and controversy.” -Martin Luther King

Monday, January 10, 2022

Monday, December 20, 2021

Monday, November 29, 2021

Happiest Of Holiday Seasons To All Y'all What a great time of year to celebrate, The Harvest, The Year, Christmas, Hanukkah, etc., Enjoy the season, your family, and The simple Joys of Living, Loving, and Celebrating.

Wednesday, October 20, 2021

Why You Should Be Doing Business With Us We are Competent, Confident, and Caring? Aren't we all? We are local, love living here, and have been in practice for over 33 years, and Have an Experienced Younger partner and son in the firm,...

Friday, October 8, 2021

What areas do we help you with as your Financial Advisor? Below is a partial list: Risk Management / Insurance - reviewing existing policies & making recommendations when appropriate. Asset Management / Investments / Asset Allocation...

Thursday, September 23, 2021

Stocks weakened ahead of this week’s Federal Reserve meeting and amid persistent concerns about the Delta variant’s impact on the economy. The Dow Jones Industrial Average was flat (-0.07%), while the Standard &...

Tuesday, September 21, 2021

How Is It Going For You? Excuse me? Simple, if you concentrate on what is on TV, news, entertainment, weather, movies, Are you lost in space and time or Are you enjoying the simple Joy of being alive, productive useful, helpful, and My...

Tuesday, September 7, 2021

How Is Your Labor Day Weekend Hangover Going? Happy Tuesday, which might seem like a.....................Monday. Oh Boy, a white fedora my wife has been asking me to buy arrived today. Had my shoes shined, and Charles voice had a touch...

Thursday, September 2, 2021

How Did Our Work, Work? God Bless America, thank you for your praise, We still loving you, and The work we do.

Friday, August 27, 2021

IFC SCAM Once again I am receiving messages on Face Book, from a friend who I actually know. Subject, have I heard of IFC? Yes, not an IFC who is granting money to seniors. Look, folks, as we age, we will receive more and more phishing...

Monday, July 19, 2021

What Is The Purpose To Serve, and do it as a Professional, not as an amateur. Simple, Straight Forward, with Consistency.

Monday, June 21, 2021

Yikes With only a 12-month shelf life, the girl scouts have 15 million boxes of unsold cookies after the pandemic curtailed the spring selling season. -Yahoo!News, June 15, 2021

Monday, May 24, 2021

You Can Live To Be 100, If You give up all the things that make you want to live to be 100. I have read.

Tuesday, May 18, 2021

Have You Done Anything New Today? Let's see: Met with a coach on Creating Your Story. Downloaded my Genius Network speech: "How Do You Handle Loss" Uploaded the video to YouTube Applied to Join a Great Lakes Community Club Can't wait...

Monday, May 10, 2021

What On Earth Is Happening? Covid-19 inspired Anxiety, Distraction, Disorientation and A Barrage of messaging aimed at perpetuating the above. Are you Kidding? Wish I was. If you have ever worked in a Chemistry Laboratory, especially...

Thursday, April 22, 2021

Stay Happy How do you Do That, John? You decide to Be Happy. What? Honestly, there is a bright spot, even if you just had three of your four tires punctured. Yikes. Put a smile on your face and keep it there. Take a big deep breath,...

Monday, April 5, 2021

“You don’t buy life insurance because you are going to die, but because those you love are going to live.”- Anonymous

Wednesday, March 31, 2021

Brighter Days Ahead? Of Course, It Is Spring Time, Blossoms are popping out, birds are chirping, Weddings are being planned and held, babies born, Grandmothers prayers are being answered, and We have this very moment to enjoy together....

Tuesday, March 30, 2021

How Is It Going? No Kidding, How are you doing? What's New with You and Worth Sharing. Let's Hear From You. John

Monday, March 22, 2021

Giving diners a single mint at the end of a meal increased tips by around 3%. If two mints were provided, tips increased by 14%. More interestingly, if the waiter provided one mint, started to walk away from the table, but paused,...

Thursday, March 18, 2021

How Are YOU Holding Up? Seriously. We talk to people all across the country and a couple of other countries as well. Some are Thriving, others, have lost jobs, marriages, family, businesses, & Health. On a brighter side some of us have...

Monday, March 8, 2021

Well, What is on your mind, and what do you hope to accomplish this week? Just curious. We have people to see, things to do, and asset allocations to recommend. Then there is the rest of life, you can only imagine. Have Fun and Be Well.

Thursday, March 4, 2021

We are on a Zoom/Clubhouse, with Genius Network and Eelco de Boer is hosting or conducting the meeting. My 2012 new iPad is not compatible with Clubhouse. Are you on Clubhouse and if so, which iPad do you use? Thank You. John, We are...

Monday, February 22, 2021

How Do You Handle Loss? Listen, Learn, Take A Deep Breath and Smile. You are alive, might even be well. Plus living in the U.S.A. is like winning the lottery. So much opportunity to be had and pursue your dreams. Take advantage of it...

Tuesday, February 2, 2021

Insurance: It's that word we all want when we need it. We all hope to not need it, but wouldn’t want to be without it when we do. Car insurance, health insurance, life insurance, home insurance… you and your spouse...

Friday, January 29, 2021

January, Where Have You Gone? Sadly that could be a recurring theme throughout the year or We can have Vision of the Future Self, Circumstances, Business, Career, Strategy Investments, Location, Family, Health, Attitude We are living...

Monday, January 25, 2021

Every few years, FINRA issues a five-question test that measures consumers’ knowledge about interest, compounding, inflation, diversification, and bond prices. On the most recent test, only 34% of those who took it got all five...

Friday, January 8, 2021

What I Learned Today At Genius Network Listen, Learn, and Apply. Most will simply be entertained and confused. Why bother to make the investment. Much like joining a gym and thinking you will get fit by authorizing the charge. Silly,...

Thursday, December 31, 2020

From Here and Now to WOW(r) My wish for you and your family and everyone you Love. No kidding, no pass go and go to jail. My sincere wish along with the firm, Checki Financial. That Your most Treasured and Fondest Wish, Hope & Dreams...

Wednesday, December 30, 2020

Do You Know Where Your Money Is? Silly Question, of course you do? Or Do You? Happy to help you clean this up with you for you. Have fun and Stay Well.

Monday, December 28, 2020

“The darkest hour is just before the dawn.” -Proverb

Monday, December 21, 2020

Santa Claus is based on a real person, St. Nikolas of Myra, who lived during the fourth century. He is the patron saint of banking, pawnbroking, pirating, butchery, sailing, thievery, orphans, royalty, and New York City.- John Grossman...

Friday, December 18, 2020

Do You Understand Your 401K? Congratulations on saving and investing regularly throughout your career. Now what? How about understanding what you have accumulated? Do you make your own investment decisions? Are you getting the help you...

Thursday, December 17, 2020

We Will Handle Your Mess Really? Honestly we know you have a mess, and hate to talk about it or look at it. and That's Okay. We can help you clean it up and take a long happy look at your future. Is this the right time for you to get...

Wednesday, December 16, 2020

Screen Time / Electronics Screen time. How often do you think about how much time we or our kids spend on electronics? Last month, my wife and I realized our kids were on phones and watching TV more and more and became so accustomed to...

Friday, December 11, 2020

Do You Understand Your Annuities? You and They Have Changed since you purchased them. Are they still the right choice for you and your current goals? Have they been reviewed each year to see how they are doing? Have the portfolios been...

Thursday, December 10, 2020

Do You Understand Your Life Insurance? The type you own, the worth of it, the difference between Death Benefit, Face Value, and Account Value? We can help you understand. Checki Financial

Tuesday, December 8, 2020

More Is More But is that too much, already? Bigger Portions? Greater Capacity, Expanding Horizons? Or Just another excess? You get to decide daily.

Monday, December 7, 2020

Even without further fiscal support, consumers collectively are sitting on more than $1 trillion in "excess savings" over and above pre-Covid levels. The S&P 500 companies have a record $2 trillion in cash and those with debt have...

Friday, December 4, 2020

How To Have Fun and Still Have Money? Again? Yes, It is our passion to review this topic daily. Starts with knowing who you are, where you are, and where you would love to go. Sounds like Fun? Is, this the right time for you to : Join...

Friday, December 4, 2020

Life Skills Training: Laundry At what age should kids do their own laundry? Well, I guess it depends on how complicated your washing machine is and whether they have older siblings. All kidding aside, once they are able to load the...

Wednesday, December 2, 2020

How To Have Fun and Still Have Money? Want to Learn More? Happy to Explain. John

Tuesday, November 17, 2020

We decided earning money through doing chores was the way to go. Two lists of chores were made: one household chores, because you live here, and the other of additional chores to earn money (per chore completed).

Friday, November 13, 2020

What Is On Your Mind? Is it Purpose? Health? Engagement/Connection? Or $$$$$ Seems to be a popular series of what keeps people up at night. We enjoy seeing our clients succeed. Wouldn't you like to know more? Happy to help you and hear...

Monday, November 2, 2020

"Suppose you were an idiot, and suppose you were a member of Congress, but I repeat myself." Mark -Mark Twain

Tuesday, October 20, 2020

Enjoy The Ride Oh? Yes, enjoy each day it is a gift, just ask one of the widows or widowers you know. Go to a park and watch the sheer joy of children playing and join them. Smile, Be Happy, and Focus on What you can do. Love.

Wednesday, September 30, 2020

Why Do You Do Business With Us? Seriously? Why do you do business with us? We will be scheduling and hosting a Zoom or WebEx meeting so you can show and tell us.

Thursday, September 24, 2020

Elevating Every Experience? That is what we love to do. As we consider it all Joy, we do our darnedest to Elevate Every Experience. Would you like to learn more about Guilt-Free-Spending? Reach out so we can be there for you and your...

Tuesday, September 22, 2020

Guilt Free Spending God Bless America and You and Your Family. Take a refreshing deep Breath, Smile, treat yourself, To a blank piece of paper and make a list of what you love and what you dislike. Focus on one and avoid the other?...

Friday, September 18, 2020

Are You Enjoying Your Hobbies? Oh? Is there something you truly love to do and happily pay to do it? Okay? There are some who have turned investing into a profession. Others, are trading Art works, watches, homes, coins, firearms, and...

Wednesday, September 9, 2020

Now That You Are Home, How Are You Feeling About Your Money $$? We do our best to make you feel comfortable with us, our approach and process and We are Painfully aware that Financial Advisors generate a great deal of Distrust. Whoops,...

Monday, September 7, 2020

The national median price for a home in July of this year reached $304,100. In 1940, the median home value was $2,938. -CBNC, August 27, 2020

Monday, August 31, 2020

“The advice of doctors and the power of medicine appeared useless and unavailing.” Some people maintained that “the surest medicine for such an evil disease was to drink heavily, enjoy life’s pleasures, and go...

Wednesday, August 26, 2020

The Pursuit of Happiness Revisited? Excuse me? Honestly, right now there is an abundance of angst. Not healthy or Helpful. Better Idea: Can't go out to eat and enjoy your favorite restaurant? Well, we know they now deliver, have...

Wednesday, August 19, 2020

Let's get up and get after it. Shop locally, be friendly, loving, kind, supportive Get outside, clean up the leaves and fallen branches. Offer advice if you have expertise, bake and give away brownies, cook and bring over a dish. Smile...

Monday, August 17, 2020

During a normal year, restaurants employ 15.6 million Americans and generate $900 billion in revenue. Industry experts predict that up to 80% might never reopen.-The Week, July 5, 2020

Monday, August 3, 2020

The Books Are In Hand Months ago, we recorded, edited, re-edited, sent to Compliance, then back to 90 Minute Books, then Compliance, and Finally Printing, Waiting, Waiting, Showing people pictures of the cover. Now we are happy to say...

Monday, July 27, 2020

Digital advertising on platforms such as Google, Facebook, and Alibaba are expected to account for more than half of the $530 billion global advertising industry in 2020, exceeding, for the first time, the spending on traditional...

Monday, July 20, 2020

A government study found that to maintain their lifestyles, 49% of retirees run out of money within five years. -The Motley Fool, June 5, 2020

Wednesday, July 15, 2020

Just The Facts, Please? Excuse me? Honest to God, I am a big fan of the Facts. Yes, I have read and written novels, and short stories, and appreciated them. Yet, gee, when did misreporting and just flat lying become okay? We do a fact...

Tuesday, June 30, 2020

2020 First Half God Bless, America. What a tumultuous year this has been and it is just about half over. Golly, what is coming up Next? We are told, we are at risk, in danger, and are getting anxious. Oh boy, we have a challenge. Some...

Monday, June 29, 2020

The personal savings rate, in April, hit a historical record high of 33%. -Reuters, May 29, 2020

Thursday, June 18, 2020

Going Digital? Whether we want to or not, we are going Digital, Whether it's suddenly shopping at Whole Foods, and having it dropped at our front porch, Meetings, which save us the trouble of going to the airport, staying on a strange...

Monday, June 15, 2020

Be There For Those You Love How? Oh, not to worry we all tell eachother as we talk, act, move about or not. Be There, supportive, cheerful, full of love, and understanding. Paybacks are grand, or not.

Wednesday, June 10, 2020

Oh Boy Liberty Recreation Center Is Open Excuse Me? It has been closed since March or was it February? One door Enter another door Exit. Machines available, paper towels and disinfectant to keep clean. Gloves required, and thank God...

Monday, June 1, 2020

The personal savings rate hit a historic high of 33% in April. The previous record savings rate was 17.3% in May of 1975 and it was above 13% throughout most of the early Seventies. -CNBC, May 29, 2020

Monday, May 18, 2020

At least 89 coronavirus vaccines are under development around the world, with seven now in human trials. Pfizer says that if its vaccine proves safe and effective, it might be available on a limited basis as early as September. The...

Wednesday, May 13, 2020

Collin County Health News & Advisories May 12, 2020: Public Health Report There are 24 new cases (net) of COVID-19 in Collin County today, as of 3:30 p.m. There are 311 current cases of COVID-19 in Collin County (total cases minus...

Monday, May 11, 2020

In March, the savings rate surged to 13.1%, the highest since November of 1981. Last month, Americans held $2.17 trillion in their savings accounts.-CNN, April 30, 2020

Wednesday, April 29, 2020

What Are You Supposed to Do Now? Move More, Eat Less, Keep Breathing. Start and drive your car to keep it in shape. If you are lucky enough to be paired up, I still like to say married, Ask your partner to dance and laugh, and smile,...

Wednesday, April 15, 2020

Persist Yes, Persist. Our fathers, mothers, grandfathers, and some of You Have lived through worst than this. World Wars, Korean War, Great Depression Polio, Cancer, Heart Attacks, Floods, Tornadoes. We are in this and will get through...

Wednesday, April 1, 2020

We Are Here For You, Are You There For You? What on earth? Simple, let's sit up straight, take a deep breath, and smile. We are finally home with our family, and our lovely soon to be even cleaner and more organized house, home and...

Wednesday, April 1, 2020

We Will Get Through This By the way, there are many people including A.I. working on solutions, supply, production, and help. Take a deep breath, do what you can do. Start with that deep breath, put a smile on your face, drink some...

Friday, March 27, 2020

What Can You Do Today? To flourish rather than perish, to improve health, wealth, and Peace of Mind? Sadly, we are told when all else fails, Pray. Golly, if that is our backstop, let's start there, no kidding. Personally I do read The...

Thursday, March 26, 2020

God Bless America Hope someone out there is enjoying this ciaos. Thanks to the T.P. shortage, plumbers are finding what's new in drain clogging, good for them. Congress somehow managed to get a bill passed and signed with only one...

Wednesday, March 18, 2020

The Sky Is Not Falling If you are in business, great time to closely monitor your cash flow, and reinvent yourself to be a virtual and present as possible. If you are retired, take a deep breath, cook, eat, relax, take a walk around...

Friday, March 13, 2020

Honest To Goodness Many of us have been to and through crisis after crisis. The Difference This Time? Seems like Panic is being stoked by, Media, Experts who crave TV Time, and Fear. Fear? Sure fear of loss, Health, Wealth, Happiness,...

Monday, March 9, 2020

Second Opinion We have this service available for your portfolio. Wouldn't you like a talented experienced to review your numbers and positions?

Monday, March 9, 2020

Today – March 9 – is the eleventh anniversary of the crescendo of global panic that marked the bottom of the bear market of 2007-09. It is to me a thing of the most wonderful irony that the world has elected to celebrate...

Monday, February 17, 2020

Young person worry: What if nothing I do matters? Old person worry: What if everything I do does?” Jenny Offill Doesn't Life Just Get More Interesting? John Checki Jr. CFP

Monday, February 3, 2020

There are approximately 2,700 rules that govern Social Security benefits. -Investment News, November 26, 2019

Tuesday, January 28, 2020

Getting A Pass? Could be to a Recreation Center, Press Room, Event, Avoiding the line at the Louvre. Give it a try and have fun with it.

Tuesday, January 21, 2020

First Step Simple, as Spending Less Money $$$, than you make. Nothing more basic than Spend Less $$$ than you Make. What prevents this? Lifestyle, choices, habits, debt, location, health, and any other excuse you can image. You can be...

Thursday, January 9, 2020

What Are You Doing With Your Time and Talent? Use it or lose it? Plan ahead and work your Plan? Great Idea, there is a Compounding effect to good and bad decisions. We all live with it on a daily basis. Have Fun and Be Well.

Tuesday, January 7, 2020

It Is A New Week, Month, Year, Decade, Oh Boy So What? Golly, we have more experience, knowledge, hope, and with luck resources, and understanding. Let's have fun with it, each and every moment.

Friday, January 3, 2020

Taking The Day To Build Personal Relationships, at home, work, and church, along with clubs. Fun day and as necessary as sleep. Have Fun and Be Well.

Thursday, January 2, 2020

Are You Still Doing That? Worrying? Feeling a little Empty and Listless? Take a deep breath and how about a ten minute walk or stretch or a great big smile and laugh. Relax and take heart, this is the beginning of a new day, year,...

Monday, December 30, 2019

Invest In Yourself Yes, I know you have heard this before, But: Health: get that way, life is more fun with a spring in our step Wealth: Nice to have enough money to support and be generous. Opportunity: When we are doing well and...

Friday, December 27, 2019

Have Fun and Be Well What a wonderful expression and way to live. Fun: we all get to define it and live it. Be Well: Not sure who enjoys being sick and grumpy Yet I have seen capable, gifted and talented live that way, and others who,...

Tuesday, December 24, 2019

Special Time of Year You could be celebrating Hanukkah חֲנֻכָּה or חֲנוּכָּה ‎, or Christmas in a day or two. The choice is yours. Consider it all Joy. Be Bless, Grateful, and Loving.

Friday, December 20, 2019

This Is The Season Of Joy and Celebration, Yet, All too often we see anxiety, due to missed expectation and Family. Well, as we say in Texas, "Well, Bless Your Heart." Not a complement, sorry. Consider it all Joy, and be Thankful....

Monday, December 16, 2019

Memory “When I was younger, I could remember anything, whether it happened or not.” -Mark Twain

Friday, December 13, 2019

Having Fun Today? Of Course we are, or are we? When we know our Purpose, We Plan Ahead and Work that Plan, yes, there will be detours, who knows we may even expand our vision. Feel free to give us a follow up Message.

Thursday, December 12, 2019

Have Fun With The Season You Work Hard and Long. Lovely, now Let's Have Fun With The Season

Wednesday, November 20, 2019

Are We Thankful and Full of Gratitude What a great cloudy day with a chance of rain question. Some of us enjoy watering our gardens and having a fresh, cabbage, arugula, and kale salad. Others have it on automatic sprinklers, and Oh...

Monday, November 18, 2019

“Everyone complains about the weather, but no one does anything about it.” Mark Twain -

Monday, November 11, 2019

“The function of economic forecasting is to make astrology look respectable.” -John Kenneth Galbraith

Wednesday, November 6, 2019

Not A Day Goes By That is not full of Joy and Adventure. Wouldn't you agree? No? You could be shocked as to the Why behind: How To Have Fun and Still Have Money(r)

Friday, November 1, 2019

New Web Address and Web Page So very excited about the new page and branding: hppts:// Checki Financial. Y'all Have Fun and Be Well.

Tuesday, October 22, 2019

How To Have Fun and Still Have Money Have You Heard of a Family Office?

Tuesday, October 1, 2019

Checki Financial How To Have Fun and Still Have Money (r) From Here and Now to Wow(r) It is all about you. Come see us, when you are ready.

Wednesday, September 4, 2019

How To Have Fun and Still Have Money(r) Coming to you soon in book form. Happy to field your questions along the way. Have Fun and Be Well. John J. and J. J. Checki 972-437-4089

Tuesday, September 3, 2019

“If things were simple, word would have gotten around.” -Jacques Derrida

Thursday, August 22, 2019

What Do We Do and Why Do We Do It? How to Have Fun and Still Have Money(r) Is our passion. Understanding you, your dreams, and how you plan on getting there Sounds like From Here and Now To Wow(r) To Us, so we do our darndest to see...

Tuesday, August 20, 2019

The Wealth Management Hierarchy VFO: Virtual Family Office: Comprehensive, Goals Maximized, Authentic Confidence, Comprehensive Results Wealth Manager: Extensive, Goals Extensive, Quiet Confidence, Wide-Ranging Results Financial...

Wednesday, August 14, 2019

Great Day To Take A Stress Test Wouldn't You Agree? John Checki Jr. CFP(r)

Monday, August 12, 2019

Be A Bold Blessing Why? Doing Good and Encouraging others, Might put a smile on our faces and Joy in our Lives. My Favorite job in my youth? 1968? Englewood Cliffs, NJ, ice cream man, Lovely.

Wednesday, August 7, 2019

Pictures of Logos Let us know which works for you.

Tuesday, August 6, 2019

Could You Write A Checki? Hope so. That is the trick, earning the money, saving for later and Enjoying the Journey along the way.

Monday, August 5, 2019

Oh Boy We have hired a gifted talented and experience Graphic Designer To design our logo.

Thursday, August 1, 2019

How Is Your Summer Going? Mine? Milder than usual, yet lots of activity, and new adventures. What a delightful journey. "From Here and Now to WOW(r)"

Friday, July 26, 2019

What Is Your Passion? Me? I do love my wife, children, and grandchildren, and God. Appreciate cars (especially English), Art, Laughter, Scuba Diving, Good Health, and The Simple Joy of Being Alive. Make this a memorable day. Lovely

Thursday, July 25, 2019

Have Fun With It Why not? Put a smile on our face, take a deep belly breath of air, spring in our step, and Enjoy the day by: Being full of Gratitude, Purpose, Passion, and Joy. Leave the worrying to the experts who enjoy the angst.

Tuesday, July 23, 2019

Do You Remember Your first Kiss, Date, Car, Home, Day at School, Baby, Grandbaby? We could be and should be smiling right about now. Have Fun and Still Have Money(r) is our theme and passion.

Monday, July 22, 2019

Don't Eat The Marshmallow I was listening to Dr. Kevin Elko's "Monday Morning Cup of Inspiration. He reminded me of the famous marshmallow story. Children who could wait fifteen minutes and not eat the marshmallow in front of them, Did...

Friday, July 19, 2019

No Matter How Much We Know: There is so much more to learn. Have: Gee, that looks interesting to me today. Accomplished: Climb to the top, and we see another mountain range. Joy: Smile, Enjoy, Take a Deep Breath & Celebrate the Gift of...

Monday, July 15, 2019

“Being powerful is like being a lady. If you have to tell people you are, you aren’t.” -Margaret Thatcher

Monday, July 15, 2019

Be The Best, Bo Eason I agree, in all phases and stages of life and efforts in life. Enjoy, John Checki

Tuesday, July 9, 2019

Do You Know What Your Numbers Mean? We can help you with that.

Monday, July 1, 2019

Americans will spend more time on their mobile devices than watching TV this year for the first time ever. The average adult will spend 3 hours 43 minutes a day on a mobile device compared to 3 hours and 35 minutes watching TV...

Thursday, June 27, 2019

Should My Children and Grandchildren Go To College? It Depends. Talent, ability, resources, hopes and dreams, country of origin, intellect, grit... The list goes on and on. Personally, I have two college degrees, and both my children...

Monday, June 17, 2019

“Allow other people to speak first; the important factor is not who talks…it’s who listens.” -Ilana Eberson

Wednesday, May 29, 2019

What Is Happening? It is a readjustment, happens now and then in history, where one country decides: Enough. and Renegotiates. Those who like the way it was fuss, in time it works out.

Monday, May 20, 2019

If you have created a you know where it is? 30% don't and 54% haven't told their executors where to find it!

Wednesday, May 1, 2019

World's Going Crazy? Golly it depends on our point of view, expectations, position, and attitude. Really? Yes, so often someone comes up with a rollicking new idea, and has to endure the nope that won't work choir. Why is that? Basic...

Tuesday, April 23, 2019

Face Book Face Book, Personal and Business Much to my surprise we now have two FaceBook pages. Now to figure out where to put where. Life is always a learning experience. Have Fun and Be Well. Lovely

Tuesday, April 16, 2019

How Does This Work Again? Save/Invest on a regular basis, and In time, history seems to show....... It usually works. How often? Usually about one out of twenty twenty-five year olds put this into play and As they reach the holy cow I...

Friday, April 5, 2019

First Step: Building The Virtual Family Office Hmm, what the heck is this? Family Office, group of professionals: Estate Planning Attorney, Transactional Attorney, Certified Public Accountant, Wealth Manager, Life Insurance...

Thursday, April 4, 2019

No Stinking Thinking Oddly there is a lot of that going around. No need for us to add to the mess. Be Grateful, Full of Hope, Take Action and Enjoy Your Journey.

Tuesday, April 2, 2019

Legacy? It is possible to leave a Legacy, that lives on and on. How? Training, Preparation, Trusts, Mentoring, and Supervision. There are families who have done this. Rockefeller, and Rothschild, certainly have via The Family Office....

Monday, April 1, 2019

Isn't This Fun? It depends. If we have accumulated wealth and it is properly titled, and diversified (by investments, strategies, and tax and estate planning in advance) Things could be moving right along in the right directions, and...

Friday, March 29, 2019

Have Fun and Still Have Money Be content, Breathe Deeply, Smile Often, Discover, Develop and Deploy your gift in life. Spend less money than you make. Do the things that are in line with your beliefs, values, that bring you Joy. Happy...

Friday, March 29, 2019

What Really Happened? There is a movie called "Unplanned." Seems almost all TV networks would not accept advertising about this movie. The politics associated with abortion, apparently rule TV. What really happened? Well, not sure why...

Thursday, March 28, 2019

What A Wild Ride, We Have Lately? Good Golly, Mrs. and Mr. Baby Boomer, We have Lived Through, The Depression (no, I know, our parents taught us about the Depression), The Korean War (non declared), the Fifties, the ever loving...

Monday, March 25, 2019

This Time It Is The Same Some people are getting older, some are not, Countries are adjusting to aging populations, Younger people are worried about their future, Politicians are running for office, Baseball, Basketball, and Spring...

Friday, March 22, 2019

No Time For Anger Live, take a deep refreshing breath, smile, and get it done. You have this. Have Fun and Be Well.

Tuesday, March 19, 2019

Making Smart Decision About Your Money Job One.

Monday, March 18, 2019

What Are Your Concerns? Making Smart Money Decisions? Taxes? Potential Law Suits? Future Health Care Costs Including, Long Term Care? Legacy for Family? Charitable Legacy?

Wednesday, March 13, 2019

That's What You're Doing Next? Are You Sure That Is The Best Next Step?

Tuesday, March 12, 2019

No Matter What We are pressing right along, doing our research, asking lots of questions, and Enjoying the Journey of Life, Liberty, and the Pursuit of Happiness.

Monday, March 11, 2019

Thanks to her make-up company, Kylie Jenner, 21, is now the youngest “self-made” billionaire ever and the youngest billionaire in the world. She hit that mark faster than did Mark Zuckerberg, who was 23 when he became a...

Monday, March 11, 2019

Making Smart Decisions About Your Money? $$$$$

Tuesday, February 26, 2019

Spend Less Money Than You Make, What is the Problem? Golly, glad you asked. More fun to spend and consume, than save and invest. It is just that simple. Sorry.

Monday, February 25, 2019

According to a study by the Brookings Institute, Toledo, Ohio, is the U.S. city most at risk of losing jobs to robots, with 29.7% of the city’s job at risk. The city least vulnerable to automation? Washington, D.C.-CNBC, January...

Monday, February 18, 2019

Calling “Presidents Day” a holiday doesn’t make it so. Yesware, an email analytics firm crunched the numbers on 23 million emails circulating through corporate inboxes over the course of one year. Their finding: Open...

Friday, February 8, 2019

Spend Less Money Than You Make Even in Retirement? If you like, yes. Why Bother? Always a wonderful idea to have a sense of plenty rather than just enough or not. So have fun be well, and invest for the long term. Lovely

Friday, February 1, 2019

In Today's World If we want a Big Success, Keep Trying, and Expect lots of Failure along the way. Losers fail then quit. Winners, fail until we win. There it goes. Have fun and be well. My Checki Grand Parents Celebrating 50th Wedding...

Monday, January 28, 2019

It's A New Day What Would You Like to Do With It? Great, Let's get started.

Tuesday, January 22, 2019

How Does That Work Again? Simple, Take A Deep Breath Smile Envision with Passion what you want and Why Make and Follow Your Plan Put Joy in The Journey Repeat

Monday, January 21, 2019

H.O.W. = E.L.F. From Here and Now To Wow(r) Health Opportunity and Wealth equal Easy Lucrative Fun. at Genius Network

Thursday, January 17, 2019

Thank You, All Y'all It is with a Smile on my Face and Joy in my heart, Thank you for the birthday wishes, experiences, presents and Love.

Wednesday, January 9, 2019

H.O.W.=E.L.F. Health Opportunity and Wealth Equals Easy Lucrative Fun. What a lovely way to live. 1. Smile 2. Take a Deep Breath 3. Wonder Woman Pose 4. Donate 5. Consult with Health Care Professionals 6. Spend Less Money than You...

Monday, January 7, 2019

Take Responsibility It is that simple. Vision, Know the Why, and go do it, daily.

Monday, December 31, 2018

Nearly three-quarters of all Americans said estate planning is confusing. Only 40% have a will and just 17% have a trust in place. -WealthCounsel

Wednesday, December 26, 2018

Wow, This has been a funny year, lots of ups and downs, combined with confusion. The irony is life could be good if we are blessed with excellent health. Yet, for some the ups and downs of sales or markets, color attitude. Not to worry...

Thursday, December 20, 2018

Finish The Year Strongly Why? Nothing as Pleasant as a satisfying memory filled with accomplishment. and Whoops, not as much fun to remember, unless we use it as a learning experience. Lot of lessons learned each year, some pleasant,...

Wednesday, December 19, 2018

Gratitude This is a great time of year to give Thanks and Express Gratitude for the many blessings we enjoy and share the Joy of the Good News. Read a funny sign in a mall the other day: "Happy Whatever Doesn't Offend You."

Friday, December 14, 2018

Sense Of Direction It is essential, we live in an age of instant access complete with sound and picture. Golly, how do we cope? Keep our eyes on the prize we have chosen to pursue. Sounds simple, no it isn't easy, just simple, one word...

Wednesday, December 12, 2018

Tuesday, December 11, 2018

Being Ignored? It happens, someone is too busy or not interested, or exhausted, or working beyond their capability, and wham, we are drifting in space wondering did we do something wrong? No, as long as you and I have been polite, held...

Monday, December 10, 2018

“If past history was all there was to the game, the richest people would be librarians.” - Warren Buffett

Friday, December 7, 2018

Pearl Harbor Day Not a happy one for America or Japan, the continuation of war for many, the beginning for the U.S.A. Many of my uncles along with my father did their duty and came back with memories they did not share, God Bless them...

Thursday, December 6, 2018

Best Time Ever Money? Relationships? Health? Wealth? Opportunity? Joy? Let's get our acts together and encourage you do to the same. Have fun with it, go for a better and constantly improving and working at it You. Have Fun And Be Well.

Wednesday, December 5, 2018

Does This Help? Be Encourage, of Good Cheer, Enthusiastic, Helpful, Joyful, Energetic Prepared with Passion and Purpose.

Tuesday, December 4, 2018

Tis The Season To Give Thanks, Share The Joy, The Truth, The Smiles and Good Food and Good Cheer.

Monday, December 3, 2018

True love will need to have more money on-hand to fill stockings this holiday shopping season due to high-flying Geese prices and a tight labor market for Lords-a-Leaping, Pipers Piping and Drummers Drumming. The cost of this...

Friday, November 30, 2018

Have Fun With It, Today! God Bless America, God Bless Your Heart, Enjoy Have Fun, Be Productive and Encouraging, There are enough grumpy people in the world, Leave the worrying to the Worrisome.

Monday, November 26, 2018

That Is So Funny Explaining if you are going to Mars, it will be all work and no play and Some passengers will die along the way, others won't survive the work, and No one will be returning to earth. That is Laugh Out Loud Funny and...

Tuesday, November 20, 2018

Happy Healthy Thanksgiving It was 1952, my father took me to a new car dealership in N.J. We walked into the showroom, I was four years old. A salesman asked has anything caught you eye? I said, "That one." Pointing to a Buick...

Monday, November 19, 2018

One sector of manufacturing where America remains a leader: computer chips. The U.S. exports $44 billion in semiconductors annually, making them America’s fourth-largest manufacturing export after cars, airplanes, and refined oil...

Friday, November 16, 2018

What Motivates You? For some it is a steep hill or A "You can't do it and you will be back." Or On a positive note, a burning desire to reach........whatever it is for us to reach. Discover what motivates you, and use it to go discover...

Tuesday, November 13, 2018

Wasn't That Not Fun? We asked for something not easy, yet simple, not in a hurry, Sometimes it works swimmingly well for those who get it, And Then there are the other times, when only follow up and persistence will begin to broach,...

Thursday, November 8, 2018

Habits Are Part of Us. Great, add a positive wrinkle along the way, could be exercise upon getting out of bed, Smiling as soon as we are awake, complementing and encouraging those we see. Meditating as soon as we wake up, and feeling...

Wednesday, November 7, 2018

Do What Matters Spend less money than you make? Golly, that is the secret to all financial success. What about later in life? Wouldn't it be great to understand what is okay in advance? I think that makes sense.

Monday, November 5, 2018

“The secret of staying young is to live honestly, eat slowly, and lie about your age.” -Lucille Ball

Thursday, November 1, 2018

Are We There Yet? No, and we are enjoying our Journey, Experience, Adventure, Pops, and Triumphs, Set-backs, Upsets, Bumps In The Road, Pictures, Lyrics, and Limericks, So, What is On Your Dance Card Today? What Would You Like To...

Monday, October 29, 2018

OverComing Had a haircut today from Charlie, who is a year or two older than I am. Asked, Charlie, I haven't seen you in a while, how are you doing? Well, he had fallen down, later discovered he had a hematoma by his brain, Had it...

Tuesday, October 23, 2018

Health Opportunity Wealth If You have Your Health You Have Everything, Anonymous Opportunity comes disguised as work. Wealth is attracted to those who add value consistently. Take a Breath, Smile, Envision the ideal future, Take a...

Monday, October 22, 2018

Vespa? Had one of those as a senior in college, lots of fun rides until a blowout back tire. Enough, switch to our first new car, 1970 VW Microbus, wow, was that a fun ride. Ages and Stages, Life's adventures continue with a Lexus,...

Tuesday, October 16, 2018

What Can A Financial Planner Do For Me? Simple, give perspective, check where you are today, discover your concerns and goals. Assess if what you have done and the team that helps you are effective and appropriate. Determine your risk...

Monday, October 15, 2018

Oh Boy It's Fall Again Fabulous Harvesting Time Of Year Chill in the air, Spring in our step, Acorns looking to grow into might oak trees breaking new ground. New Car Models being announced and introduced, soon to hit the streets of...

Monday, October 8, 2018

Does It Appeal To Our Goals? Seriously? Yep, are we loving what we do with a Passion that does not quit or falter? I sure hope so, 'cause without that Love of what we are doing, We just might begin to understanding wavering rather...

Friday, October 5, 2018

God Bless America We live in a great country, we each make our contributions. Let us do it with Joy and Purpose. Lovely

Thursday, October 4, 2018

Which Era Are We In Now? Is it a new adventure, something we have prepared to do all our lives? or Simply another day to press on praying for the weekend? We get to chose and enjoy or regret. Have fun with it,

Wednesday, October 3, 2018

Fifty Five Years Ago We played, we ran, started slow in the first half, so we had practice before the game. That's right we played a game and a half at home. Exciting stuff is youth, oddly I still go to a gym three days a week and...

Tuesday, October 2, 2018

Are You Serious Hope so, it shows when we are and when we are drifting through the motions. So, learn new habits and put them in place and enjoy life with passion and purpose.

Monday, October 1, 2018

Only Fifty-Five Years Ago The Football players came to practice basketball with the earlier turnouts. We ran weaved passed, and won more games than any of the other teams at HHHS (Hasbrouck Heights High School) that season. Sadly, it...

Friday, September 28, 2018

Beauty and Effort Yep, that is one beautiful machine, can't imagine all he work that went into it. Just getting it to Pebble Beach would be a job, it is by invitation only. Must have a memorable car, go through the pre-judging, pass...

Thursday, September 27, 2018

Let's Be Honest When we wake up stiff all over and are a little stuffed up, Who wants to go to the floor and exercise? Me? Well no, and we make ourselves do it anyway. Life is about habits not willpower. Let's enjoy the moment, smile,...

Wednesday, September 26, 2018

That Was Fun Big Engine, Fins, Enthusiasm U.S.A. on the move recovering from a strike, New era about to dawn. Lovely, just like today, time to smile, take a deep breath, and get moving.

Tuesday, September 25, 2018

Team Up We have strength in numbers, when we pick the right players. When we don't it certainly is a learning experience. We all have a unique ability and we flourish when we are lucky enough to be using it. Have Passionate Purpose...

Thursday, September 20, 2018

How Hard Are We Working? Beautiful car fully restored hundreds if not thousands of hours of labor and creativity. The same needs to be done with our lives, health, and fitness. Lovely

Wednesday, September 19, 2018

Be Encouraged and Encourage Others Let's put a smile on our faces, spring in our step, and Be Encouraged, we are alive and growing. Encourage others we all can use a kind and true word. Now let's hit.

Monday, September 17, 2018

We Are Not Listening We can change that and become coachable and capable if we want to, wouldn't you agree?

Friday, September 14, 2018

We All Have Those Days So, what to do? Take a deep refreshing breath, watch something funny, that makes us laugh, Relax, and decide what three things we need to do today to make us happy with the progress. Okay? Let's.

Thursday, September 13, 2018

Pebble Beach Concours d'Elegance early in the morning still cold enough for a hat an ski neck wrap and met Wayne Carini, Second Generation car guy following in his father's foot steps. Lovely

Wednesday, September 12, 2018

How Long and What's My Mark? This is a beautiful Mercedes Benz, we have a SL500 2003 Not as impressive, yet it make the mark for me from one spot to the next with style. We encourage, inspire, reach out, and do our best to do our best,...

Monday, September 10, 2018

Planning Ahead What a Joy when a plan comes together. Yep, I do remember that TV show and the movies, too. Take a deep breath, saw Uncle Bill the other day, he is eighty and hardly looks fifty. It is possible, despite high natural...

Friday, September 7, 2018

Are You Ready For Some Football? Not unique to me yet a question often asked where I live Texas, Football is a Religious Experience Just Is, Whether it is Friday Night Lights, College games on Saturday, or the every playing NFL One...

Thursday, September 6, 2018

Victim or Responsible? Oh Boy, it is on me, and oh yes and on you as well. We make the decisions, take the action, reap the experience and rewards or Not. Take a deep breath and step on out to it and through it. It is and will continue...

Tuesday, September 4, 2018

A recent study set out to determine what predicted the best outcome of surviving your first heart attack 12 month afterwards and based it on a single outcome: survival or death. The best predictor? The number and quality of...

Tuesday, September 4, 2018

Morning Rituals Wake up early: Meditate Affirmations Visualization Exercise Read Write So says the Morning Miracle Community

Thursday, August 30, 2018

Take A Deep Breath of Air Smile, isn't that refreshing? Now, pull your head up toward the ceiling, oh boy our necks are longer We are growing? No, we are stretching. Let's take a step forward and swing our arms about. If it is okay...

Wednesday, August 29, 2018

Want What You Want and ............ Pursue with Passion. Let no one "Should" on you. Step? One at a time and breathe the air of Joy, Purpose, and Passion. Have fun with it and stretch along the way.

Tuesday, August 28, 2018

TaKe a Step Yes, there is a typo TaKe, should be Take, One step in the write (right) just checking your attention, Begins or might even continue our journey to smiles, accomplishment, Capability, display of Courage and Commitment. Have...

Friday, August 24, 2018

Guess We Are Slow Today It happens, not to worry, just take a step, now another one, we are moving. Great, let's continue, one progressive step at a time. There we go again, with some passion and momentum. Lovely

Thursday, August 23, 2018

Stretch It Out and Be Social Guide to good or improving Health? Golly much to my surprise being social and friendly is as important as exercise Isn't that a pleasant surprise for some of you? I hope so. Okay, let's take a walk around...

Wednesday, August 22, 2018

Injuries Will happen, just part of life, especially when we push ourselves. Yes, warm up, check with your health care and fitness teams, Love what we are doing, and Once in a while an awy happens. Smile, learn ice it, rest it, rehab...

Tuesday, August 21, 2018

Set Backs? Oh sure, live long enough fill life with adventures and We will have some set backs. Learning experiences preparing us for Winter. Winter is coming, sooner than we think. Enjoy each breath and moment, listen, learn, improve....

Monday, August 20, 2018

Drifting? Don't we all especially during the Summer. Not to worry take a deep breath, smile one toe touch, then reach for the sky Wasn't that fun? You bet, now let's get cracking.

Friday, August 17, 2018

Being Present I know, some people like listening to music or watch TV while on the treadmill No, no, no. Concentrate on the work, feel and see the muscles working and toning. Be there and be aware, Focus. Lovely

Wednesday, August 15, 2018

Getting Closer Been taking piano lessons since October 2015, it has been a journey. Never had learned to read music and only knew Middle C. Now I know what it must be like to begin to exercise at an advanced age. Since I started when I...

Tuesday, August 14, 2018

Smile and Do It Smile, take a deep breath, it will all work out. Let's go Do It. Lovely

Monday, August 13, 2018

Over the past year, thru July, U.S. manufacturing added 327,000 jobs, the most of any 12-month period since April 1995, and, in 2017, produced about $6 trillion in gross output.-CNBC, August 3, 2018

Monday, August 13, 2018

Get Up & Out That is the beginning of the beginning. Let's gear up in prayer, positive encouragement, words of empowerment, Have fun with it and get up and out. Enjoy Enjoy

Friday, August 10, 2018

Take A Deep Refreshing Breath Hold it for a moment and smile. Isn't it refreshing and energizing? Great, if we can let's do some Burpees (we used to call them squat thrusts) If not a couple of Royal Canadian Push ups, a walk and a long...

Thursday, August 9, 2018

Purpose Do we have one? Much to my surprise when I ask this question I get a blank look. Golly, what would that be like? Okay no guilt trip, let's simply enjoy this day one step in the right direction At a time. More filtered water,...

Wednesday, August 8, 2018

Are We On The Right Track For Financial Independence? Great Question and we have been researching the answer for years. Love discovery where we are and where we would like to go, Then mapping out a plan and helping implement that plan...

Tuesday, August 7, 2018

Pivot Be Grateful for another day of Adventure. New sight to see with old eyes and ears. Take a deep refreshing breath and smile. It is more than Okay, now and has always been. Let's get moving.

Monday, August 6, 2018

How Long Do We Plan On Living Well? Many of us have made calculation of the probability. Every day new information is discovered and revealed. Medical Discoveries abound, golly faster and faster every ding dong day. Are we grateful,...

Monday, August 6, 2018

How Long Do We Plan On Living Well? Many of us have made calculation of the probability. Every day new information is discovered and revealed. Medical Discoveries abound, golly faster and faster every ding dong day. Are we grateful,...

Monday, August 6, 2018

How Long Do We Plan On Living Well? Many of us have made calculation of the probability. Every day new information is discovered and revealed. Medical Discoveries abound, golly faster and faster every ding dong day. Are we grateful,...

Monday, August 6, 2018

More than 90% of login tries at online stores are from criminals, fewer than 10% from real customers. Hackers are also responsible for 60% of login traffic at banks and airlines., July 18, 2018

Friday, August 3, 2018

Barre' We were in Houston, staying at the Houstonian Hotel. It has a world class spa on its campus. While attending a BARRE' Class, fell in love with the concept. Sadly we haven't pursued this, why not start now? Just a thought, think...

Thursday, August 2, 2018

Two Steps Forward and ..... There will be slips along the way and that is okay, as long as we Get back in the game and take a step or two forward. Shoes in the exercise closet, smile on our faces, determination in our hearts Lovely,...

Wednesday, August 1, 2018

Mother Of Pearl Purpose? Fit, Muscular in an Athletic Style, Healthy, Happy, Joyous, Content Yet, not static, ever listening and Learning, Mentoring along the way. So, we Muck about, Mechanically progress, seek the Magic, Master, then...

Tuesday, July 31, 2018

Whoopy We Have New Habits Getting up early early in the morning, so very refreshingly quiet and peaceful. Taking a long deep breath, listening to Our Daily Bread and The Bible. Stretching, Shadow Boxing, Walking about the neighborhood,...

Monday, July 30, 2018

According to the IMF, inflation in Venezuela could exceed one million percent by the end of the year. In March, the Venezuelan president ordered that three zeroes be knocked off the denominations of the bolivar, the country’s...

Monday, July 30, 2018

Hit The Ground Running? How do we do that? Well, we have a purpose in mind and a passion for it. It is easier to stay focused on good health and fitness if that is one of our passions. If not, we are drifting in space. Much to my...

Friday, July 27, 2018

Do What You Love To Do No Kidding. Love to write? Write. Speak? Speak. Help High Net Worth Investors, go where they are already. Enjoy singing, go help the band. Smile, it is more fun than Frowning. Love getting up and about,...

Friday, July 27, 2018

God Bless America Golly, Miss Mollye, there you go again. America is not just beautiful, but so very diverse and vibrant. How does that work for the rest of us? Not very well, or it might. Some like quiet and out of the way, some of us...

Thursday, July 26, 2018

We Are Blessed Really, that again? Yes, how lucky to be born in the U.S.A., knowing both parents, and brother. Living in a home (house) going to school with the same kids through high school Going to TCU after NCE, F.U. and Sun...

Wednesday, July 25, 2018

Persist and Move About Whether it is playing the piano, or doing push ups, do it. Why? A little progress each day brings Joy. Live each day as if it were a gift and share that Joy with those about us.

Tuesday, July 24, 2018

That's Not Working Okay, we are having a learning experience. Sometimes we practice and it does not seem like we are making practice even though we are Yet, there are other times, when we have put our ladder up against the wrong wall....

Monday, July 23, 2018

“Great minds discuss ideas; average minds discuss events; small minds discuss people."-Eleanor Roosevelt

Monday, July 23, 2018

The Burn Fort Worth, Texas 111 degrees in the shade, Dallas, 112, Whoops, what to do in such heat? Stay out of it, remain indoor, take a walk through the mall, workout under a fan, Remain fully hydrated, stretch, smile Thank God for...

Thursday, July 19, 2018

Summer Time and It Is Hot Hot HOt God Bless America it is hot and muggy even at 6AM. Not to worry or get in a hurry, it is still possible to take a walk and some pictures, Remain hydrated, smiling, walking flapping our arms in the air...

Thursday, July 19, 2018

Summer Time and It Is Hot Hot Hot God Bless America it is hot and muggy even at 6AM. Not to worry or get in a hurry, it is still possible to take a walk and some pictures, Remain hydrated, smiling, walking flapping our arms in the air...

Wednesday, July 18, 2018

What Is On Our Mind? Pretense? Addiction to our phones? Liquor? RX, The Bible? or Perhaps exercise, proper nutrition, and spiritual life, and visiting with our family and friends Help in all areas of our lives? Have a vision, stick...

Tuesday, July 17, 2018

Joy Peace Love Harmony The Beat Goes on or Not. So On those days, we do, on other daze we may not, Press on with the Practice, The Joy, Peace, Harmony and Love. Let's get up and after it, with passionate Purpose. Lovely

Monday, July 16, 2018

Google and Facebook combined make up roughly 25% of all global advertising expenditures, and control more of the advertising market than all of the print media on the planet.-Abundance Insider, July 11, 2018

Monday, July 16, 2018

Are We Willing? Able and Doing what we are supposed to be doing? Process seems to work when we stick with it. Piano Practice? Do it daily and in time, magic comes. Improve fitness? Drink plenty of water, eat foods that agree with us...

Friday, July 13, 2018

Fit Or Fat? What is the difference? Usually it is what we do or do not eat. Sorry, it is often that simple. So, drink water, eat a bite or two less, exercise more, laugh a lot. and Enjoy Our Journey.

Monday, July 9, 2018

American workers forfeited a total of 212 million vacation days in 2017, equivalent to $62.2 billion in lost benefits. In other words, the average American employee donated $561 back to their employer by not using allotted vacation...

Monday, July 9, 2018

Be Productive It is fun and augments the adventure of life. Fun, Fun, Vacation, Take A Break, A Deep Breath and Smile. Now let's get up off the couch and move about.

Friday, July 6, 2018

Hay Fever? Nothing quite the surprise of walking, discovering and admiring bright blooming flowers Bammmmmmmm Why do we feel a little stuffy? That is funny, the bitter with the sweet. We press on and on with a smile on our faces and...

Thursday, July 5, 2018

Isn't That Fun Not a day goes by when we can't learn and do something new and energizing. Whether it is reading "The Old Flag" poem to a retirement village audience or Hopping and bopping to a new or routine, or exercise program. Have...

Tuesday, July 3, 2018

Stick With It Grit, Determination, Commitment, Finishing Strongly All wonderfully satisfying? Yes, and No. When we are full of energy and enthusiasm yes. On the dull what happened to my energy daze? No. Makes no difference. Stick With It.

Monday, July 2, 2018

Grow Every day, as a wise man told me this morning, Have a Process, System, and Focus on Growth every day. So, let's get up off our seats and move it, so we can lose it or build it or stretch it. Grow, Grow, Grow.

Friday, June 22, 2018

We Are Still Active Yes, we are, why wouldn't we be, let's walk and explore the Spring Booms, Swing on the swing with the kids in the park if we like, Splash in the pool, return calls, go to the gym, and Bible Study, Pack for a trip,...

Thursday, June 21, 2018

From Here and Now to WOW(r) Yes, that is a trademarked phrase, happily went through the process to have it done. Going through the process to access our health and fitness, might be a great idea. Knowing where we are and where we would...

Wednesday, June 20, 2018

Create Our Fitness Yes, it is up to us, we were born with...... Now, take control of it with good food, drink, activity, thoughts, in put, entertainment and Most importantly, LOVE. Now let's get productive, and enjoy the Journey.

Tuesday, June 19, 2018

Project Your Vision With each breath, thought and action. Isn't that a fun concept? I think it is, if we have discovered our purpose, and pursue it with passion. Oh boy life hops and bops. Smile, take a deep breath, assume the Superman...

Monday, June 18, 2018

Artificial Intelligence can detect skin cancer more accurately than experienced dermatologists. When pitted against the skills and experience of 58 dermatologists from 17 different countries, the machine came out on top identifying...

Monday, June 18, 2018

Spread The Joy Smile, look up, take a deep breath, heal, be Joyous. Now, let's get up and move, could be push ups, walking, curls, bench press, squats or Whatever is on our routine today. Spread The Joy and Good News.

Friday, June 15, 2018

Not Feeling Up To It? No Worries, get up and out and after it. We don't have time to mope and act like a ........ Look up, take a refreshing hit of fresh air, and smile, while we go about what we do. One Step at a time with Joy and...

Thursday, June 14, 2018

Our TV Went Blue Screen. I placed with one of the controllers and the picture popped back. Next morning, no amount of signal switching replaced the blue screen except "the Menu". Oh, gee, who to call what to do? Forget about it. I...

Wednesday, June 13, 2018

Take A Deep Breath Wasn't that refreshing? Now, let's bend to the left then to the right, straight down and up. Another deep breath, lift one knee then the other, repeat, take couple of steps. Let's go to the gym, smile and cheer...

Tuesday, June 12, 2018

Stretching Snap crackle and pop There we go again, we are stretching, now warming up and stepping out. Wasn't that fun? Let us be sure to drink plenty of good filtered water, eat properly Along with proper rest, and stimulation and...

Monday, June 11, 2018

Monday? Yes, it is Monday, let's get up and after it. Stretch, warm up, push, pull, smile, take a deep breath, look around, appreciate. Learn, Listen, Love. That is the beginning of a great day, Enjoy.

Friday, June 8, 2018

Have A Vision It might be helpful to have a picture of your vision, no kidding. Nothing like having a reminder of what we are traveling toward. Whether it is a dress or slacks size, weight, or running time, or maximum weight Or Simply...

Thursday, June 7, 2018

Isn't This A Hoot? Yes, this is one lovely example of a car as old as many of us. Back when I was in Pop Warner football, our coach had one of these and Was kind enough to give me a ride and explain the badge on his glove box. We...

Friday, June 1, 2018

Routine? Has a place in life, whether it is dancing on Thursday PM or Taking deep breaths while stretching every morning. Let's put a smile on our faces and enjoy our day.

Thursday, May 31, 2018

Be Mindful Press on and enjoy each step of progress and regress, action and procrastination. Not to worry or be in a hurry, simply smile take a deep breath and step on. Lovely.

Wednesday, May 30, 2018

Just Add A Step One after another, and in time, we get where we are going. It is lovely to know where we are, then get directions and get moving. Wouldn't you agree? So, let's get moving.

Tuesday, May 29, 2018

Growing? Every day in some way on purpose? Sounds silly when we have children, grandchildren, and perhaps even great grandchildren? Of course not, we have experience, perspective, wisdom if we cared to listen and learn, So, why not...

Friday, May 25, 2018

Choose Wisely Fit folks hang out with other fit folks, as do the donut shop crowd, the curious and not. So setting up our environment to succeed and be fit works, just works that way. Pack good food in our refrigerators, and that is...

Thursday, May 24, 2018

Struggle Is Progress Why? Golly, I love to see butterflies and Think of the butterfly and its metamorphosis. It was and is a struggle to go from worm to butterfly. Same is true for us as well. Lovely

Wednesday, May 23, 2018

First Thing In the morning we can stretch to wake up our muscles and joints, read, meditate, Plan the day, and prepare for the surprises that will arise, heck we might even play the piano. Have fun with it, get up move, and do...

Tuesday, May 22, 2018

Joy Of Vision, Planning and Acting on The Plan, can be satisfying and good for us. Whether it is learning the dance steps, how to read music, writing a poem, or Getting up off our chairs and stepping in the fitness direction. It...

Monday, May 21, 2018

According to a recent study published by Deloitte, 84% of Millennials are seeking financial advice from a trusted source, especially since 24% of them can only demonstrate a basic knowledge of financial concepts.

Monday, May 21, 2018

Stretching? Yes, stretching, our bodies, back, thoughts, and actions. Why? Remember how much fun new discoveries were when we were toddlers? Guess what, no need to give up on that discovery process. Stay young, take a different route,...

Tuesday, May 15, 2018

Ages and Stages How delightful to watch my youngest grandchildren on their climbing wall and in our trees. They are so happy as they get stronger and explore new heights. We too can explore at each and every age and stage. Life is an...

Monday, May 14, 2018

In March of this year, there were 6.55 million job openings, and 6.59 million people claiming unemployment, meaning there is now a job opening for nearly every unemployed worker in America.-Bureau of Labor Statistics, May 8, 2018

Monday, May 14, 2018

New Problems now confront the world, a lack of skilled, trained, willing new people to fill, exciting and not so exciting positions, in the field, shops, companies, here in the U.S.A. How very wonderful, we need more imaginative ways...

Friday, May 11, 2018

New and Improving, view of the day, each step, with a growing appreciation for every breath we take. Fill the moment with the new discovery that our grandchildren show us every time they jump in the pool and if you like, join them in...

Thursday, May 10, 2018

Fitness Is Essential? Why? Well last time I looked health is just as important as wealth. Lose one the other seems to follow. Personally moving about, working up a sweat, eating properly (contents and volume) maintaining a Joyous...

Wednesday, May 9, 2018

Be Kind What a big black bug, not sure what kind of fly or bee it is yet it sure caught my attention. Being kind is sweet and by the way sets the tone, and could spread throughout the day. Give it a try. Okay back to the work out? Set...

Monday, May 7, 2018

“Never ask anyone over 70 how they feel. They’ll tell you.” -Barbara Bush

Wednesday, May 2, 2018

Nearly half of working millennials have $15,000 or more in savings and 16% have $100,000 or more in savings.-MarketWatch, April 26, 2018

Monday, April 30, 2018

Do we enjoy Traveling? Some of us do. What brings us Joy? It could be new sights, sounds, food, people, language, or simply getting out of the house and seeing the other side of the street. Summer is approaching, let's plan a trip....

Tuesday, April 24, 2018

Monday, April 23, 2018

The portion of Americans over the age of 65 who were employed, full-time or part-time, climbed steadily from 12.8% in 2000 to 18.8% in 2016. More than half in 2016 were working full time.-The Week, April 13, 2018

Wednesday, April 18, 2018

Be Happy, Have Fun, Cook, Communicate, Get Real, and Most Importantly Love. Simple yet complete. Enjoy.

Monday, April 16, 2018

The annual GDP Growth Rate in the U.S. averaged 3.19% from 1948 until 2017.-Trading Economics

Monday, April 9, 2018

Seventy-four percent of Americans said estate planning is confusing. Only a bit more than half of Americans have a will and just 17% have a trust. Only 10% of those without a will or trust have spoken with an attorney or other...

Friday, March 23, 2018

Not a day goes by without some change. Some of us weigh daily, some would be driven batty by this. If we keep in mind what brings us Joy and what darkens our day, and look toward the Joy, would that help? It might, or we could learn to...

Monday, February 19, 2018

Have Fun with Presidents' Day whether you're on the job, in the office, washing the dishes, or day dreaming. Not my monkey? What does that mean to you?

Monday, January 29, 2018

Vision, Goals, Planning, Checking Progress, how very lovely.

Monday, January 22, 2018

Seriously, how is your 2018 so far? Has the tax law or increasing market levels had an impact on your plans or actions? Have new medical breakthroughs been a blessing yet? I your family expanding with new grandchildren, or adventures,...

Friday, January 12, 2018

Isn't that fun? My sixth decade is coming to a close and a new and improving birthday approaches. Oh boy, now I cannot contribute to my SEP-IRA or IRA, and wonder of wonders have the personal experience of the blessing of an RMD...

Monday, January 8, 2018

Okay? What shall we do next? Great Question. Review our situation and plan, and take appropriate action.

Friday, December 29, 2017

Can be so effective in so many ways.

Saturday, December 16, 2017

Get That Way? Great Question. Simple Elegant Wealth Management might be your answer.

Friday, December 1, 2017

WM=IC+AP+RM Wealth Management Equals Investment Consulting Plus Advanced Planning Plus Relationship Management Simple Elegant Process.

Monday, November 13, 2017

Healthy people make 28% more over their lifetimes than unhealthy people. MarketWatch, October 30, 2017

Monday, October 16, 2017

If Amazon were a U.S. state, it would rank fifth in terms of job creation in the 12 months ending in June, 2017. Only Texas, California, Florida, and New York added more jobs over that time period.-Bureau of Labor Statistics

Monday, September 25, 2017

In July, there were 6.17 million job openings in the U.S., the highest figure on record.-The Economist, September 12, 2017

Monday, September 11, 2017

In the United States, there is a record number of job openings- around 6 million. That is about one job opening for every officially unemployed person in the, Aug 31, 2017

Monday, August 14, 2017

Donald Trump is the first U.S. president without a pet since Andrew Johnson left office in 1869. -The Economist, July 17, 2017

Monday, July 24, 2017

It takes most people about six months to recover financially after a vacation. On average, survey respondents spent about 10% of their annual income on trips., June 20, 2017

Wednesday, July 19, 2017

How am I going to pay my bills, live like I do now, and keep my lifestyle going? Also, can I now finally kick up my heals and travel? I just don't want to be blindsided along the way? These are questions we address daily with Joy,...

Monday, July 10, 2017

Americans made 433 million fewer trips to eateries at lunchtime last year than in 2015, resulting in roughly $3.2 billion in lost business for restaurants. It was the lowest level of lunch traffic in at least four decades.-The Wall...

Wednesday, July 5, 2017

For those of you who have lost someone close to you, Summer is a time to cherish what we knew, heal from whom we have lost, and begin to grow to the new you. Don't let any of us should on you or give you a time line. We all healed and...

Thursday, June 29, 2017

Many Federal Employees are considering retiring and enjoying the next stage of life. Happy to be there for you. Give us a call: 972-437-4089.

Thursday, June 22, 2017

Have we been Procrastinating today and enjoying it or feeling guilty about it? Dan Sullivan, has some thoughts on this and has been doing a series on The Joy of Procrastination on YouTube with Dean Jackson, it is a lively and stress...

Monday, June 19, 2017

In 2016, Americans spent an eye-watering $1.9 trillion just to comply with federal regulations. If the regulations were a country, they would be the world’s seventh-largest economy. Our regulatory tab is nearly as large as the...

Monday, May 15, 2017

In April, non-farm private employment rose for the 86th straight month, the longest such streak on, May 11, 2017

Tuesday, April 25, 2017

There are more than 500,000 open computing jobs nationwide, but less than 43,000 computer-science students graduated into the workforce last year.-USA Today March 28, 2017

Monday, April 17, 2017

The richest 20% of Americans pay the most in income taxes, forking over nearly 87% of all the income tax collected by Uncle Sam.-MarketWatch, Feb 23, 2017

Monday, March 27, 2017

For every dollar people are contributing to their retirement savings, about 40 cents is being withdrawn before they reach their late 50’s.-MarketPlace, February 13, 2017

Monday, March 20, 2017

Some 45% of bottled water brands are sourced from the municipal water supply- the same source as what comes out of the tap.- MarketWatch, March 12, 2017

Monday, February 27, 2017

The U.S.’s bacon reserves plunged to their lowest levels since 1957 because of soaring demand. Pork belly prices have jumped 20% in January alone.-USA Today, February 1, 2017

Tuesday, February 21, 2017

U.S. imports made up just 15% of our GDP in 2015- which makes us less reliant on imports than almost any other country. Less than 3% of U.S. spending is on Chinese imports.-The Economist, January 26, 2017

Monday, February 13, 2017

Sensors and devices are embedded in everything from cars and street lamps to wearables and wind turbines. In 2016, 5.5 million new things got connected to network infrastructure each day.-Deloitte.wsj

Monday, February 6, 2017

Professional athletes have complicated tax situations- for every game they play in, they have to pay the income tax rate of the state where the game is played. Since the Super Bowl was in Texas, a state that doesn’t impose the...

Monday, January 9, 2017

The total value of the U.S. housing stock grew to a record $29.6 trillion in 2016, an increase of nearly 6% and $1.6 trillion over the previous year.-MarketWatch, Jan 6, 2016

Monday, December 5, 2016

The top 1% of households earn 17.2% of all U.S. income but pay 28.7% of all federal taxes. -Wall Street Journal, Dec 1, 2016

Monday, October 17, 2016

Roughly a billion people around the world now use each of Google’s most popular services: Chrome, Google Maps, Gmail, Android, and YouTube. By Google’s estimates, that’s nearly a third of the global online population...

Tuesday, October 11, 2016

We help people retire, have fun and have money left over. Let us know how we can help you with that.

Monday, October 3, 2016

Is there a process and is it being followed? We do and highly recommend: WM=IC+AP+RM. Wealth Management Equals Investment Consulting Plus Advanced Planning Plus Relationship Management. Give us a call for your Second Opinion. Look...

Monday, September 26, 2016

Isn't funny? When we think of Wealth Management some investors and Wealth Managers start and stop with Investment Counseling, better known as portfolio management. Golly what about Advanced Planning? Tax Planning (Federal, State,...

Wednesday, August 24, 2016

We have been investing since age 16 in New Jersey. Studied at TCU and received my first degree in Economics. Those investments paid for our sophomore year at TCU. My brother Ron loaned me the money for the Junior year and I won a...

Wednesday, June 22, 2016

Wealth Management = Investment Consulting + Advanced Planning + Relationship Management Investment Consulting= Management of all investment elements to maximize the probability of clients achieving all that is important to them....

Monday, May 2, 2016

Most of us who have accumulated wealth by working hard at what we love to do, worked with experts along the way. Whether it is a hail damaged roof, a CPA, Estate Planning Attorney, Master Mechanic who specializes in our make and model...

Monday, April 11, 2016

We are thankful and treasure our good health. We work at it as well. Diet (eating properly and modestly),Exercise, not like an Olympic athlete yet with vigor and purpose (interval training), and Rest (the hardest for us.) We have a bad...

Monday, October 12, 2015

Guess we all have our traditions and holidays. Thanksgiving is one of my favorites, good food, family, friends, football, and walking off the dinner. We luck we give thanks are filled with gratitude, and energized to finish out the...

Friday, October 2, 2015

How is that working for us? It depends. We can sit and spit. Complain and Worry and get in a Hurry.OrWe can Plan ahead, Work our Plan, and Enjoy the Journey. Give us a call and let's talk. We will listen and learn about you.

Monday, September 28, 2015

Recent research reveals it is planning for Healthcare Costs and Long Term Care Costs, during Retirement. Wow, That is a great question, and not to sorry there are answers as well.No kidding.

Tuesday, September 15, 2015

Persistence, nothing quite can replace it. We listen, learn, plan, and those who do, take action. Then we follow up. Listen somemore, and consider it all JOY.

Thursday, September 10, 2015

How can we help eachother is a great question for both of us. What do we bring to the table and enjoy giving away, and have expertise to make a difference? How can we identify this? What do people keep asking us to do? That is the...

Tuesday, August 11, 2015

Saving: spending less than we make? Yes, that's right, it is how we learn to say yes to our future and no to an impulse or two. It is a good habit one which many of us were taught when we were young and kept up with it. Then there is...

Wednesday, August 5, 2015

Years ago, when I went from being a tax practitioner CPA to a Financial Advisor, we saw lots of testimonials which highlighted long term investors who had invested in a particular mutual fund, stuck with it, reinvested their dividends...

Monday, August 3, 2015

Yes, it is rest and rejuvenation, relaxation, adding perspective expanding our horizons, and broadening our smiles, joy, and lives. Wouldn't you agree?

Friday, July 31, 2015

Closely. Why? Well over time, have you noticed, markets in the U.S. have over time gone up? Just curious. Now there are days and months, and years, and even decades where it has gone down or sideways but from the day I was born in 1948...

Thursday, July 30, 2015

It is simple, I love helping guiding and mentoring my clients while they do the very same thing for me. We have grown over the years and learned what we like and what we don't like, and what we love and what brings us JOY.Let's plan...

Wednesday, July 29, 2015

That depends? For some of us, the work, it is all about the work. So, we need to be reminded to take a breath, enjoy the art, flowers and Joy of life, simply being alive and if blessed with health, well. If not be a great example of...

Monday, July 27, 2015

That depends on us. Do we enjoy being anxious, looking over our shoulders, fearing each moment and what might happen to us and our $$? I don't and I hope and pray you don't either. There are cycles, on the streets and in business. Take...

Wednesday, July 22, 2015

Just about every day a large hawk buzzes our building. Such a treat to see. He flies, glides, and we cannot see him land because it is a flight or two up from us and the angle is bad. Which reminds me. What can we learn from the hawk?...

Tuesday, July 21, 2015

Procrastination? Not a favorite word and the costs big, right along with the guilt we all feel about it. Not to worry about Procrastination. Just as soon as I meet someone who can turn back the clock and give us another chance, I will...

Thursday, July 16, 2015

So, is that investments? Insurance? What? Listening and Learning about the client (goals, fears, objective, where you are today and where you would like to go in the future). That is to say, collect data (feeling and factual), Analyze...

Wednesday, July 15, 2015

Wish they sent together more often? Perhaps we can shine a light on this. Behavior Finance is becoming popular (understanding why we do what we do with our $$$.) Seems like the more secure we are in our lives (that is internally secure...

Tuesday, July 14, 2015

Saving on a Regular Systematic Basis: Can over time address, pursue, and with luck, planning, adjustments, management, along with course corrections, might even help us reach our goals, no kidding.

Monday, July 13, 2015

One of my favorite authors: Kurt Vonnegut, "Nightmare, waking up one morning and realizing your high school graduating class is running the country."

Monday, July 13, 2015

Greek deal cut, Republicans multiplying like wire hangers in a motel room, kids driving mom and dad nuts (school's out), old guys gathering around telling stories, markets open and moving in three directions at once. What shall we do?...

Saturday, July 11, 2015

Could be boating, or floating, or simply relaxing or a sweet quinceanera party on Saturday. Relax enjoy and inspire.

Thursday, July 9, 2015

Let's chew on this question. Where do we want to go? It is summer, how about planning a trip/vacation? Okay, where would we like to go? Gets harder to do when we have been so many places already, yet......Let's see New England, and...

Wednesday, July 8, 2015

We can hear it in your voice and see it on your face, Passionate Purpose. Isn't it grand to know what we love to do and do it well? Our office does what is called Financial Planning, that includes a lot of listening to you and your...

Tuesday, July 7, 2015

Listening to you, learning your goals, hope and dreams, hearing your story, learning about where you are financially (wealth, tax, insurance, pension, Social Security), emotionally. Collecting your data, Analyzing your information,...

Monday, July 6, 2015

Yes, introduced to something new which you might find of interest, if you would like to limit your potential losses, and still be in a position for potential gains, without fees? Sounded just like what a client would design and easy to...

Thursday, July 2, 2015

to a happier, more organized, planned in advance, with room for surprises, and a bit of humor? That is what we like to do with our clients, day in and out. Come see us for some helpful hints.

Tuesday, June 30, 2015

Who wants Greece to drop out? Not the leaders I am told, not Germany either. Who wants that on their resume? Could be a temporary decrease in prices? What will that mean to long term bargain hunters? You tell me.

Thursday, June 25, 2015

This has a tremendous impact on our daily lives. What steps are we taking to maintain or improve our health along with our state of mind? Great questions. Wonder if doing what we love, using smaller food plates, and laughing more often...

Monday, June 22, 2015

Great question. Answer: It is a matter of cash flow both in and out. We plan ahead to help you properly arrange your assets to provide you the potential to have the cash flow you would like to have.I hope that was helpful. Look forward...

Wednesday, June 17, 2015

Nothing like a reorganization or reformation to present a little chaos and questions. We have helped clients with this over the years and look forward to hearing your story, when you feel you need us.

Tuesday, June 16, 2015

Take stock, make plans, execute the plan, follow up and review. Have fun with it.

Monday, June 15, 2015

Wonderful time to take a breath, look around, determine what is important and what is not. Have fun with

Tuesday, June 2, 2015

A wonderful time to rest reflect and plan ahead. Let us help you put your financial house in order.

Tuesday, February 24, 2015

Planning ahead? Great, we are strong experienced and knowledgeable in tax planning. Give us a call 972-437-4089, if you would like to hear more. John Checki

Monday, September 29, 2014

Thank You, for asking. We listen and learn about you, your family, your goals and objectives, where you are now financially, socially, and with family and career, collect information, analyze the information, come up with a plan of...

Friday, December 20, 2013

2014, what would you like 2014 to do for you and your family? Let's plan it together. John Checki

Tuesday, December 3, 2013

May seem like a funny question at this time of year, but how would we like to close out the year? Are we entering our first running race, say a half-marathon, and have our doubts about finishing up well? Do we have a 401K which is...

Saturday, September 7, 2013

Why? How about a free review of your long term goals, and let's if you are on track.

Saturday, July 20, 2013

How is your month going?

Wednesday, July 10, 2013

Worth living and remembering. How? Let's plan ahead and work that plan. It will be fun.

Monday, June 3, 2013

Great question. It begins with Health, Health Care Costs, Running Out of Money Worries, Taxes, Relationships, Boredom, and Family. Health, depends how well we chose our parents, and what we did with our God given gifts (diet, exercise,...

Tuesday, April 9, 2013

Wouldn't it be fun to not only have Retirement Income, but to have Tax-Advantaged Retirement Income? Of course it is. Nothing new about this. Whether it is the partially federal income tax sheltered income from Alternative Investments...

Tuesday, March 26, 2013

Is it health? Hardly a week goes by without a story and concern about health, young and old alike. What steps are we taking to put us in the best position to be healthy and fit? Do we have a routine in place that we enjoy and follow?Is...