WE TAKE GREAT PRIDE AND ARE DEEPLY HONORED TO GIVE BACK TO OUR COMMUNITY.
Habitat for Humanity
My strong desire, and the reason why I serve, is to help children become responsible, productive, and successful members of society. I believe that those that have the least have the most potential for improvement. The differences between a child that turns to crime and one who contributes to society is so enormous in so many ways that they cannot be counted.
A strong family unit is instrumental in helping these children achieve their potential, in my view. I believe that the best charity is one that is given to someone who values it. What is so great about the Habitat For Humanity is that it helps families to live in a home that they have either built or helped to build and that they own. It also requires them to take financial responsibility for the house that they now live in.
The lessons that the children learn through property ownership, hard work and financial responsibility are essential, if they are to grow up and be successful in our society.
Our firm, Money Matters, has participated in a home build, along with the family that was going to live in the home, and the experience was as rewarding for all of us as it was for the family for whom the house was being built.
There are few pleasures in life greater than the joy of helping others.
Where I feel I can help this worthy cause the most is in fund-raising. Last year, with the new matching program that we designed and implemented, the Plano Habitat For Humanity raised $40,000 and set a new record for fund-raising. This initial success has motivated me to want to do even more so that we can break those records and help even more children and their families.
While the home that is built is beneficial to the whole family, it is the look on the children’s faces that truly warms my heart. To know that they will have a home to live in, where they can do their homework and aspire to achieve the American dream, is endlessly satisfying to me.
We look forward to doing many more in the future.
EDUCATION + RESOURCE CENTER
December 16th, 2017
1) The Fearless Forecast & The Next Bear
2) Year-End Tax Savings Checklist
3) A Brief History Of Social Security
4) Take Only As Much Risk As Is Necessary To Accomplish Your Financial Goals
5) Estate Tip: What Goes By Your Will And What Doesn’t
How To Choose A Financial Advisor
Shopping for a financial advisor can be tough. How do you know you’re picking the right one for you? If I were in the market for an advisor I’d make sure to do the following:
Make sure the candidate has at least 10 years’
Back To The Future
Market Alert December 11th, 2017: Back To The Future
Our two goals for our clients is to give them financial peace of mind and to help them have their money last as long as they do.
Our investment philosophy of Buy,