Tag Archives: Due Diligence

Ready! Fire! Aim? Five Ways Borrowers Can Be Like Sun Tzu

“Now the general who wins a battle makes many calculations in his temple ere the battle is fought.  The general who loses a battle makes but few calculations beforehand.  Thus do many calculations lead to victory, and few calculations to … Continue reading

Posted in Borrowing, Business Borrowers, Due Diligence, Financial Planning, Military, Strategic Planning, Uncategorized | Tagged , , , , , | 2 Comments

Bad Dog Debt: How to Avoid Selling Your Future Lassie Happiness

How much are all the licks and barks for the rest of a dog’s life worth to the owner today? I’ll show you the link between dogs, future happiness and borrowing. My wife and I watched Lassie in our pajamas … Continue reading

Posted in Borrowing, Borrowing Philosophy, Debt, Due Diligence, Financial Planning, Legacy, Relationships | Tagged , , , , , , , , , , , | 3 Comments

Veterans, Thanks for your Service! What you Taught us about Borrowing Money

In honor of all military veterans on Veterans Day I thank you for your service.  So let’s take a look at our original veterans, the Minutemen of the early colonies’ militias and their tactics that can be adopted by today’s … Continue reading

Posted in Army, Borrowing, Debt, Due Diligence, Financial Planning, Military, Money, Strategic Planning, Uncategorized | Tagged , , , , , , , , , | 1 Comment

Do you Live in a Dead Real Estate “Investment”? Reduce your Financial Crypt Quotient!

Common Belief:  My primary residence is a real estate investment. You want a great return on all your investments, right?  In this post you’ll learn that a homeowner consumes shelter and does not own a real estate investment. What does … Continue reading

Posted in Borrowing, Debt, Financial Planning, Home Ownership, Money, Mortgage | Tagged , , , , , , , , , , , | 13 Comments

Financial Rabbit Trails v.s. GPS Financing: How to Avoid Path Integration

Are you following a financial rabbit trail?  Does it loop around in seemingly endless illogical patterns? Animals use path integration to determine their location and direction.  In this post we’ll learn how to manage the impulse to follow a financial … Continue reading

Posted in Banking, Borrowing, Debt, Due Diligence, Finance, Financial Planning, Money, Negotiating, Relationships, Strategic Planning, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , | 10 Comments

Double Bogey Borrowing

The Wall Street Journal reported that the town of Buena Vista, Virginia defaulted on bond payments for the local 18-hole golf course.  The town of 6,500 people had grand visions in 2004 when it borrowed $9.2 million for the golf … Continue reading

Posted in Borrowing, Debt, Finance, Financial Planning, Money, Municipal Financing | Tagged , , , , , , , , , , , , , , ,

Scaling the Mountains of Debt

Borrowing money can be like a great mountain vacation. Get some borrowing perspective, engage the help of trusted ally, and carry only the debt that is necessary and adds value. Then you’ll be on the path to minimizing financial stress and maximizing financial performance. Continue reading

Posted in About Me, Borrowing, Debt, Due Diligence, Finance, Financial Planning, Money, Negotiating, Relationships, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , ,