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MONEY matters

Mark Zaifman's thoughts on money, global economic trends and politics
The Power of Setting Financial Goals for the New Year
Mark Zaifman   |    Thu, Dec 14, 2017 @ 03:15 PM

Think about the last time you set a challenging goal for yourself. Maybe your goal was getting to a certain weight. Maybe it was acquiring a higher paying job. Whatever your goal was, there’s a good chance you set your goals at the start of a new year. So here we are again, with 2018 around the corner.

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Save Money, Plan, Feel Powerful and Get Healthy?
Mark Zaifman   |    Wed, Sep 03, 2014 @ 03:43 PM

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The Seven Habits of Frugal Millionaires
Mark Zaifman   |    Thu, Oct 31, 2013 @ 10:27 AM

Like most financial advisors that have been in practice for over ten years, I have my fair share of clients that are millionaires. So with that said, what makes our millionaire clients different than your “average run of the mill” millionaire client? The answer; the majority are frugal and proud of it.

If you’ve read the best-seller, The Millionaire Next Door, you know many of the people portrayed in the book are, relatively speaking, pretty frugal. Keeping that thought in mind, and based on years of observation, below are the seven most common frugal habits of Spiritus millionaires.

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5 Quick Tips for Setting Realistic Financial Goals
Mark Zaifman   |    Thu, Jul 18, 2013 @ 09:49 AM

If you’re the type of person that’s a planner by nature, then most likely you’re also good at establishing financial goals grounded in reality, goals that are achievable, and that also require a bit of a stretch. After all, if you’re goal oriented, setting goals that are too easy to reach can’t compare to the thrill of reaching or exceeding a personally challenging goal.

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