1.) How do I contact you?
Use our Contact us form or email us: firstname.lastname@example.org
2.) Do you offer a refund?
No, not for our newsletter or financial coaching services. The method is proven. Also, once you have read our newsletter or received coaching services, taking it back would be like buying an ice cream cone, eating it, and then asking for a refund...
3.) Do you speak to groups?
Yes, in the New Jersey area and by video conference or phone across the USA. Contact us for pricing.
4.) Do you offer individual advice or recommendations on specific investments?
The information on this site is not to be considered specific advice regarding financial planning, investments, mortgages, accounting, life insurance, annuities, legal advice, etc... It is simply a guide for informational and educational purposes, and should not be used in place of actually meeting in person with licensed professionals who give specific advice. The information on this website is not to be construed as a comprehensive financial plan. No recommendations to purchase any actual publicly or privately held securities are made on this website. Any company or investment may stop issuing dividends or distributions or declare bankruptcy at any time, there are no guarantees. Be aware that financial products and tax laws are always changing. The reader agrees to hold the site owner and author harmless for utilizing any and all strategies mentioned on this website or in products sold from site. No part of this website may be copied or used without written consent from the author. Some of the strategies discussed on this website may not be the most tax efficient. For college financial aid purposes, taxable investment accounts may be held against you. Funding a 529 College Savings Plan may be one way to help deal with this problem.